+6,581.1%
LMT vs FLEX
+5,397.3%
+1,183.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.8% | -2.6% | +0.9% |
| 7D | +2.5% | +2.2% | +0.3% | +2.2% |
| 30D | +19.2% | -32.6% | +51.8% | +22.3% |
| 3M | +2.7% | -35.5% | +38.2% | +5.6% |
| 6M | +20.6% | -45.6% | +66.2% | +24.9% |
| YTD | +28.4% | +30.7% | -2.3% | +22.7% |
| 1Y | +36.9% | +28.4% | +8.6% | +30.9% |
| 3Y | +48.5% | +301.7% | -253.1% | +27.3% |
| 5Y | +107.6% | +473.3% | -365.7% | +71.0% |
| 10Y | +206.5% | +651.7% | -445.3% | +138.8% |
| All | +6,581.1% | +5,397.3% | +1,183.7% | +4,116.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling