+11,511.2%
LMT vs EMR
+4,021.7%
+7,489.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | -1.5% | +3.1% | -4.6% | -2.4% |
| 30D | -8.2% | -3.5% | -4.7% | -7.3% |
| 3M | +3.7% | +9.8% | -6.0% | +0.6% |
| 6M | -19.2% | +10.8% | -30.0% | -22.3% |
| YTD | +12.9% | +15.9% | -3.1% | +6.7% |
| 1Y | +19.8% | +16.4% | +3.4% | +12.7% |
| 3Y | +37.3% | +62.1% | -24.8% | +13.5% |
| 5Y | +74.4% | +62.9% | +11.5% | +41.2% |
| 10Y | +188.9% | +267.8% | -78.9% | +73.3% |
| All | +11,511.2% | +4,021.7% | +7,489.5% | +3,276.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EMR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling