+11,275.8%
LMT vs GEN
+8,838.9%
+2,437.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -1.3% |
| 7D | -6.3% | -1.2% | -5.1% | -6.2% |
| 30D | -8.5% | +10.1% | -18.6% | -9.2% |
| 3M | +1.8% | +16.1% | -14.3% | +0.5% |
| 6M | -19.9% | +38.9% | -58.8% | -22.2% |
| YTD | +10.6% | +14.4% | -3.9% | +8.9% |
| 1Y | +17.9% | +5.9% | +12.1% | +16.8% |
| 3Y | +27.0% | +58.8% | -31.8% | +21.0% |
| 5Y | +68.7% | +24.7% | +44.0% | +62.9% |
| 10Y | +181.1% | +163.1% | +18.0% | +151.8% |
| All | +11,275.8% | +8,838.9% | +2,437.0% | +6,568.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling