+17.2%
LMT vs OPEN
-56.1%
+73.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.7% | +7.7% | +1.1% |
| 7D | -0.5% | -10.5% | +10.0% | -0.6% |
| 30D | -10.8% | -21.8% | +11.0% | -10.8% |
| 3M | +1.6% | -37.5% | +39.1% | +1.5% |
| 6M | -17.6% | -44.1% | +26.6% | -17.6% |
| YTD | +11.6% | -52.0% | +63.6% | +12.0% |
| 1Y | +17.2% | -52.2% | +69.5% | +17.5% |
| All | +17.2% | -56.1% | +73.3% | +17.5% |
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