+17.9%
LMT vs BBY
+27.1%
-9.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.6% | -1.4% |
| 7D | -6.3% | +9.5% | -15.8% | -6.2% |
| 30D | -8.5% | +6.8% | -15.3% | -8.4% |
| 3M | +1.8% | +28.9% | -27.0% | +1.3% |
| 6M | -19.9% | +37.8% | -57.7% | -20.7% |
| YTD | +10.6% | +38.7% | -28.2% | +10.2% |
| 1Y | +17.9% | +23.7% | -5.7% | +17.8% |
| All | +17.9% | +27.1% | -9.1% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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