+11,275.8%
LMT vs CASY
+36,294.0%
-25,018.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | -6.3% | +0.1% | -6.3% | -6.3% |
| 30D | -8.5% | -11.3% | +2.9% | -7.2% |
| 3M | +1.8% | -0.6% | +2.5% | +1.5% |
| 6M | -19.9% | +10.7% | -30.7% | -21.4% |
| YTD | +10.6% | +37.1% | -26.6% | +5.6% |
| 1Y | +17.9% | +52.3% | -34.3% | +11.0% |
| 3Y | +27.0% | +215.2% | -188.2% | +7.7% |
| 5Y | +68.7% | +276.5% | -207.8% | +39.1% |
| 10Y | +181.1% | +508.4% | -327.3% | +116.5% |
| All | +11,275.8% | +36,294.0% | -25,018.2% | +6,282.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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