+12,808.2%
LMT vs GEN
+8,765.9%
+4,042.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.4% | -3.7% | -1.5% |
| 7D | +5.1% | +2.0% | +3.1% | +4.9% |
| 30D | +14.1% | +27.7% | -13.6% | +11.8% |
| 3M | +0.3% | +3.3% | -3.0% | -0.3% |
| 6M | +16.1% | +31.8% | -15.7% | +13.1% |
| YTD | +25.5% | +13.5% | +12.0% | +23.3% |
| 1Y | +34.1% | +16.0% | +18.1% | +31.6% |
| 3Y | +45.1% | +70.6% | -25.5% | +37.3% |
| 5Y | +100.9% | +32.1% | +68.8% | +92.7% |
| 10Y | +199.4% | +153.4% | +46.0% | +168.3% |
| All | +12,808.2% | +8,765.9% | +4,042.3% | +7,451.7% |
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 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