+35.6%
LMT vs OPEN
-85.5%
+121.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.5% | +8.5% | -1.2% |
| 7D | +4.8% | -31.0% | +35.9% | +3.9% |
| 30D | +19.9% | -41.5% | +61.3% | +18.4% |
| 3M | +0.2% | -64.6% | +64.8% | -2.2% |
| 6M | +17.4% | -73.8% | +91.2% | +14.1% |
| YTD | +27.2% | -78.8% | +106.0% | +26.4% |
| 1Y | +35.6% | -86.8% | +122.4% | +33.1% |
| All | +35.6% | -85.5% | +121.0% | +33.1% |
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