+19.1%
LMT vs GLXY
+15.1%
+4.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.7% | -0.7% | +2.1% |
| 7D | -1.5% | +15.5% | -17.0% | -1.5% |
| 30D | -8.2% | +34.1% | -42.4% | -8.3% |
| 3M | +3.7% | -11.3% | +15.1% | +3.8% |
| 6M | -19.2% | +31.6% | -50.8% | -19.4% |
| YTD | +12.9% | +21.0% | -8.1% | +12.6% |
| 1Y | +19.8% | +11.7% | +8.1% | +20.9% |
| All | +19.1% | +15.1% | +4.0% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 5y: compounded portfolio wealth divided by compounded GLXY 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…
5y analysis · Full analysis span regression · 6 months rolling