+14.2%
LMT vs BBY
+24.8%
-10.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.2% | -1.1% |
| 7D | -0.2% | +0.6% | -0.8% | -0.2% |
| 30D | -13.1% | +9.4% | -22.5% | -12.9% |
| 3M | -3.9% | +19.3% | -23.2% | -4.0% |
| 6M | -18.3% | +47.9% | -66.2% | -19.1% |
| YTD | +10.3% | +39.6% | -29.2% | +9.9% |
| 1Y | +14.2% | +22.2% | -7.9% | +14.3% |
| All | +14.2% | +24.8% | -10.6% | +14.3% |
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