+88.6%
LMT vs OPEN
-87.8%
+176.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -7.1% | +9.6% | +2.5% |
| 7D | -5.6% | -24.7% | +19.1% | -5.7% |
| 30D | +18.4% | -41.0% | +59.3% | +18.1% |
| 3M | +0.6% | -62.4% | +63.0% | +0.2% |
| 6M | +20.6% | -73.9% | +94.4% | +20.0% |
| YTD | +27.0% | -77.5% | +104.5% | +26.4% |
| 1Y | +36.9% | -83.6% | +120.4% | +36.1% |
| 3Y | +46.9% | -37.0% | +83.9% | +48.2% |
| 5Y | +104.2% | -93.3% | +197.5% | +104.4% |
| All | +88.6% | -87.8% | +176.4% | +77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling