+189.0%
LMT vs O
+54.2%
+134.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.3% |
| 7D | -0.5% | -3.5% | +3.0% | +0.5% |
| 30D | -10.8% | -3.3% | -7.4% | -9.9% |
| 3M | +1.6% | -2.8% | +4.4% | +2.3% |
| 6M | -17.6% | -5.8% | -11.8% | -16.3% |
| YTD | +11.6% | +9.4% | +2.2% | +8.6% |
| 1Y | +17.2% | +5.7% | +11.6% | +15.1% |
| 3Y | +35.7% | +27.2% | +8.5% | +25.6% |
| 5Y | +75.2% | +17.2% | +58.0% | +64.4% |
| All | +189.0% | +54.2% | +134.8% | +172.2% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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