+45.1%
LMT vs BEN
+86.4%
-41.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.8% | -1.4% |
| 7D | +5.1% | +6.8% | -1.7% | +4.7% |
| 30D | +14.1% | +18.0% | -3.8% | +13.0% |
| 3M | +0.3% | +7.5% | -7.2% | -0.1% |
| 6M | +16.1% | +14.7% | +1.4% | +15.1% |
| YTD | +25.5% | +56.1% | -30.6% | +22.0% |
| 1Y | +34.1% | +69.6% | -35.5% | +29.8% |
| 3Y | +45.1% | +87.7% | -42.6% | +39.5% |
| All | +45.1% | +86.4% | -41.3% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling