+189.0%
LMT vs BEN
+56.7%
+132.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.4% |
| 7D | -0.5% | +0.3% | -0.9% | -0.6% |
| 30D | -10.8% | +0.9% | -11.7% | -11.0% |
| 3M | +1.6% | +9.2% | -7.6% | -0.4% |
| 6M | -17.6% | +36.8% | -54.3% | -23.1% |
| YTD | +11.6% | +44.4% | -32.8% | +2.7% |
| 1Y | +17.2% | +45.8% | -28.6% | +7.4% |
| 3Y | +35.7% | +52.5% | -16.8% | +20.4% |
| 5Y | +75.2% | +37.7% | +37.5% | +53.8% |
| All | +189.0% | +56.7% | +132.4% | +110.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling