+37.3%
LMT vs ONTO
+118.2%
-80.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.8% | +2.1% |
| 7D | -1.5% | +9.7% | -11.2% | -1.4% |
| 30D | -8.2% | -8.8% | +0.6% | -8.4% |
| 3M | +3.7% | +4.5% | -0.8% | +3.5% |
| 6M | -19.2% | +56.4% | -75.6% | -19.3% |
| YTD | +12.9% | +78.1% | -65.2% | +12.9% |
| 1Y | +19.8% | +171.3% | -151.5% | +20.9% |
| 3Y | +37.3% | +118.7% | -81.4% | +36.5% |
| All | +37.3% | +118.2% | -80.9% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling