+25.9%
LMT vs GD
+9.0%
+16.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.6% | -4.3% | -4.9% |
| 7D | -5.5% | +3.0% | -8.5% | -7.5% |
| 30D | +17.5% | +10.5% | +6.9% | +9.2% |
| 3M | +1.6% | -5.0% | +6.6% | +5.5% |
| 6M | +16.3% | +5.5% | +10.8% | +13.0% |
| YTD | +25.3% | +10.3% | +14.9% | +20.8% |
| 1Y | +25.9% | +8.2% | +17.7% | +22.2% |
| All | +25.9% | +9.0% | +16.9% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling