+11,511.2%
LMT vs BN
+14,855.3%
-3,344.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.6% | +2.6% |
| 7D | -1.5% | -1.2% | -0.4% | -1.3% |
| 30D | -8.2% | -10.9% | +2.7% | -6.0% |
| 3M | +3.7% | -11.1% | +14.8% | +6.3% |
| 6M | -19.2% | -4.4% | -14.8% | -18.7% |
| YTD | +12.9% | -14.1% | +27.0% | +15.9% |
| 1Y | +19.8% | -11.1% | +30.8% | +21.8% |
| 3Y | +37.3% | +75.6% | -38.3% | +17.4% |
| 5Y | +74.4% | +35.8% | +38.6% | +54.3% |
| 10Y | +188.9% | +261.6% | -72.7% | +102.7% |
| All | +11,511.2% | +14,855.3% | -3,344.1% | +5,665.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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