+189.0%
LMT vs GEN
+157.3%
+31.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.0% |
| 7D | -0.5% | -4.3% | +3.8% | 0.0% |
| 30D | -10.8% | +3.8% | -14.5% | -11.2% |
| 3M | +1.6% | +22.3% | -20.7% | -1.1% |
| 6M | -17.6% | +39.0% | -56.5% | -21.4% |
| YTD | +11.6% | +11.9% | -0.3% | +9.3% |
| 1Y | +17.2% | +4.5% | +12.7% | +15.8% |
| 3Y | +35.7% | +59.0% | -23.3% | +24.7% |
| 5Y | +75.2% | +22.0% | +53.2% | +65.8% |
| All | +189.0% | +157.3% | +31.7% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling