+32.4%
LMT vs GLXY
-38.8%
+71.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.3% | +3.9% | -1.3% |
| 7D | +5.1% | +5.3% | -0.2% | +5.1% |
| 30D | +14.1% | -19.8% | +33.9% | +14.1% |
| 3M | +0.3% | -31.4% | +31.6% | +0.2% |
| 6M | +16.1% | -53.3% | +69.4% | +16.3% |
| YTD | +25.5% | -35.7% | +61.2% | +25.1% |
| 1Y | +34.1% | -47.2% | +81.3% | +33.3% |
| All | +32.4% | -38.8% | +71.2% | +35.2% |
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