+71.8%
LMT vs BB
-25.5%
+97.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -2.2% |
| 7D | -1.3% | +1.8% | -3.2% | -1.4% |
| 30D | -12.5% | -12.2% | -0.3% | -12.4% |
| 3M | -0.5% | -12.3% | +11.9% | -0.5% |
| 6M | -20.0% | +122.7% | -142.7% | -20.9% |
| YTD | +10.4% | +104.5% | -94.1% | +9.2% |
| 1Y | +17.7% | +106.7% | -89.0% | +16.4% |
| 3Y | +34.3% | +70.0% | -35.7% | +32.7% |
| 5Y | +71.8% | -27.8% | +99.6% | +77.3% |
| All | +71.8% | -25.5% | +97.3% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling