+75.2%
LMT vs BEN
+36.2%
+39.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.2% |
| 7D | -0.5% | +0.3% | -0.9% | -0.6% |
| 30D | -10.8% | +0.9% | -11.7% | -10.8% |
| 3M | +1.6% | +9.2% | -7.6% | +1.0% |
| 6M | -17.6% | +36.8% | -54.3% | -19.2% |
| YTD | +11.6% | +44.4% | -32.8% | +8.8% |
| 1Y | +17.2% | +45.8% | -28.6% | +14.2% |
| 3Y | +35.7% | +52.5% | -16.8% | +30.7% |
| 5Y | +75.2% | +37.7% | +37.5% | +64.2% |
| All | +75.2% | +36.2% | +39.0% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling