+30.7%
LMT vs CORZ
+225.9%
-195.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -2.2% |
| 7D | -1.3% | +7.6% | -8.9% | -1.3% |
| 30D | -12.5% | -6.9% | -5.6% | -12.5% |
| 3M | -0.5% | -33.0% | +32.6% | -0.4% |
| 6M | -20.0% | +19.3% | -39.4% | -20.2% |
| YTD | +10.4% | +24.2% | -13.8% | +10.2% |
| 1Y | +17.7% | +24.5% | -6.8% | +17.6% |
| All | +30.7% | +225.9% | -195.3% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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