+11,275.8%
LMT vs BEN
+4,913.3%
+6,362.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -5.0% | -2.2% |
| 7D | -6.3% | +0.2% | -6.5% | -6.3% |
| 30D | -8.5% | -0.5% | -8.0% | -8.5% |
| 3M | +1.8% | +9.7% | -7.9% | -0.2% |
| 6M | -19.9% | +33.9% | -53.8% | -24.9% |
| YTD | +10.6% | +49.0% | -38.4% | +1.3% |
| 1Y | +17.9% | +42.1% | -24.2% | +8.9% |
| 3Y | +27.0% | +51.9% | -24.9% | +13.2% |
| 5Y | +68.7% | +39.0% | +29.6% | +49.2% |
| 10Y | +181.1% | +57.9% | +123.2% | +131.7% |
| All | +11,275.8% | +4,913.3% | +6,362.5% | +5,254.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling