+12,808.2%
LMT vs EIX
+1,175.7%
+11,632.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | +5.1% | +1.4% | +3.7% | +4.8% |
| 30D | +14.1% | +8.5% | +5.6% | +12.3% |
| 3M | +0.3% | -13.5% | +13.7% | +2.1% |
| 6M | +16.1% | -12.4% | +28.5% | +17.6% |
| YTD | +25.5% | +5.9% | +19.6% | +22.3% |
| 1Y | +34.1% | +7.6% | +26.5% | +30.3% |
| 3Y | +45.1% | +12.8% | +32.3% | +37.5% |
| 5Y | +100.9% | +19.2% | +81.7% | +87.1% |
| 10Y | +199.4% | +34.9% | +164.6% | +165.7% |
| All | +12,808.2% | +1,175.7% | +11,632.5% | +6,882.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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