+25.9%
LMT vs OPEN
-72.7%
+98.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +13.8% | -20.7% | -6.3% |
| 7D | -5.5% | +3.7% | -9.2% | -5.2% |
| 30D | +17.5% | -14.3% | +31.7% | +17.2% |
| 3M | +1.6% | -51.9% | +53.5% | 0.0% |
| 6M | +16.3% | -61.4% | +77.7% | +14.3% |
| YTD | +25.3% | -66.0% | +91.3% | +24.6% |
| 1Y | +25.9% | -71.4% | +97.3% | +24.7% |
| All | +25.9% | -72.7% | +98.5% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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