+34.1%
LMT vs ONTO
+52.3%
-18.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -1.4% |
| 7D | +5.1% | +17.5% | -12.4% | +5.3% |
| 30D | +14.1% | -15.7% | +29.8% | +13.4% |
| 3M | +0.3% | -39.7% | +40.0% | -0.9% |
| 6M | +16.1% | -26.5% | +42.6% | +13.2% |
| YTD | +25.5% | +29.0% | -3.5% | +17.0% |
| 1Y | +34.1% | +57.0% | -22.8% | +29.7% |
| All | +34.1% | +52.3% | -18.1% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…
1y analysis · Full analysis span regression · 6 months rolling