+74.4%
LMT vs GD
+95.9%
-21.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.6% |
| 7D | -1.5% | -3.5% | +1.9% | +0.9% |
| 30D | -8.2% | -9.0% | +0.8% | -2.0% |
| 3M | +3.7% | +5.1% | -1.3% | +0.8% |
| 6M | -19.2% | -1.0% | -18.2% | -18.4% |
| YTD | +12.9% | +7.3% | +5.5% | +7.8% |
| 1Y | +19.8% | +12.4% | +7.4% | +10.5% |
| 3Y | +37.3% | +73.7% | -36.4% | -10.2% |
| 5Y | +74.4% | +93.8% | -19.4% | +9.1% |
| All | +74.4% | +95.9% | -21.5% | +9.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling