+7,096.6%
LMT vs ALL
+3,690.4%
+3,406.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.9% | -0.3% | +1.8% |
| 7D | -5.6% | -0.1% | -5.5% | -5.7% |
| 30D | +18.4% | +13.8% | +4.5% | +14.5% |
| 3M | +0.6% | -2.8% | +3.4% | +1.2% |
| 6M | +20.6% | +23.7% | -3.1% | +13.9% |
| YTD | +27.0% | +27.3% | -0.3% | +18.6% |
| 1Y | +36.9% | +30.5% | +6.3% | +27.0% |
| 3Y | +46.9% | +113.0% | -66.1% | +19.1% |
| 5Y | +104.2% | +157.6% | -53.4% | +55.1% |
| 10Y | +205.2% | +368.4% | -163.1% | +99.6% |
| All | +7,096.6% | +3,690.4% | +3,406.2% | +2,902.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling