+45.1%
LMT vs BP
+51.6%
-6.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.4% |
| 7D | +5.1% | +3.8% | +1.3% | +4.6% |
| 30D | +14.1% | -5.3% | +19.4% | +14.8% |
| 3M | +0.3% | +9.3% | -9.0% | -0.7% |
| 6M | +16.1% | +7.2% | +8.9% | +15.0% |
| YTD | +25.5% | +38.0% | -12.6% | +20.7% |
| 1Y | +34.1% | +33.2% | +0.9% | +29.3% |
| 3Y | +45.1% | +50.3% | -5.2% | +36.1% |
| All | +45.1% | +51.6% | -6.5% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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