+75.2%
LMT vs EVRG
+45.7%
+29.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | -10.8% | 0.0% | -10.8% | -10.8% |
| 3M | +1.6% | -1.0% | +2.6% | +2.0% |
| 6M | -17.6% | +1.0% | -18.5% | -17.9% |
| YTD | +11.6% | +15.1% | -3.5% | +6.0% |
| 1Y | +17.2% | +17.6% | -0.3% | +10.5% |
| 3Y | +35.7% | +70.5% | -34.7% | +11.6% |
| 5Y | +75.2% | +48.9% | +26.3% | +49.7% |
| All | +75.2% | +45.7% | +29.5% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 5y: compounded portfolio wealth divided by compounded EVRG 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…
5y analysis · Full analysis span regression · 6 months rolling