+34.1%
LMT vs ALL
+30.2%
+4.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.4% |
| 7D | +5.1% | +5.0% | +0.1% | +4.4% |
| 30D | +14.1% | +13.3% | +0.8% | +12.3% |
| 3M | +0.3% | +3.2% | -2.9% | -0.7% |
| 6M | +16.1% | +25.3% | -9.2% | +14.9% |
| YTD | +25.5% | +30.5% | -5.0% | +25.7% |
| 1Y | +34.1% | +29.2% | +4.9% | +34.6% |
| All | +34.1% | +30.2% | +4.0% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ALL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling