+71.8%
LMT vs FLEX
+717.1%
-645.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.1% |
| 7D | -1.3% | +6.4% | -7.7% | -1.5% |
| 30D | -12.5% | -5.9% | -6.6% | -12.4% |
| 3M | -0.5% | -23.5% | +23.0% | -0.1% |
| 6M | -20.0% | +83.7% | -103.8% | -22.9% |
| YTD | +10.4% | +86.5% | -76.1% | +6.3% |
| 1Y | +17.7% | +100.5% | -82.8% | +13.0% |
| 3Y | +34.3% | +469.8% | -435.6% | +20.9% |
| 5Y | +71.8% | +725.7% | -653.8% | +51.2% |
| All | +71.8% | +717.1% | -645.3% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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