+11,380.6%
LMT vs EQT
+2,995.6%
+8,385.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | -0.5% | -1.2% | +0.6% | -0.4% |
| 30D | -10.8% | +1.1% | -11.9% | -10.9% |
| 3M | +1.6% | +4.8% | -3.2% | +0.8% |
| 6M | -17.6% | -10.6% | -7.0% | -16.5% |
| YTD | +11.6% | +3.4% | +8.1% | +10.6% |
| 1Y | +17.2% | +8.7% | +8.6% | +15.1% |
| 3Y | +35.7% | +35.0% | +0.8% | +26.9% |
| 5Y | +75.2% | +204.2% | -129.0% | +40.0% |
| 10Y | +190.1% | +52.5% | +137.6% | +137.4% |
| All | +11,380.6% | +2,995.6% | +8,385.0% | +4,620.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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