+34.1%
LMT vs GD
+5.9%
+28.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.4% |
| 7D | +5.1% | +2.7% | +2.5% | +2.9% |
| 30D | +14.1% | +8.6% | +5.5% | +7.4% |
| 3M | +0.3% | -7.1% | +7.3% | +6.0% |
| 6M | +16.1% | +7.5% | +8.6% | +11.7% |
| YTD | +25.5% | +9.9% | +15.6% | +20.5% |
| 1Y | +34.1% | +7.6% | +26.6% | +30.1% |
| All | +34.1% | +5.9% | +28.3% | +30.1% |
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 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