+74.4%
LMT vs OPEN
-84.0%
+158.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +2.1% |
| 7D | -1.5% | +1.0% | -2.5% | -1.5% |
| 30D | -8.2% | -11.9% | +3.7% | -8.3% |
| 3M | +3.7% | -28.8% | +32.5% | +3.6% |
| 6M | -19.2% | -38.6% | +19.4% | -19.3% |
| YTD | +12.9% | -47.3% | +60.2% | +12.7% |
| 1Y | +19.8% | -49.2% | +69.0% | +19.7% |
| 3Y | +37.3% | -18.8% | +56.1% | +39.2% |
| 5Y | +74.4% | -83.6% | +158.0% | +77.8% |
| All | +74.4% | -84.0% | +158.4% | +77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling