+64.3%
LMT vs OPEN
-70.7%
+135.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.1% | -1.4% |
| 7D | -6.3% | -4.3% | -2.0% | -6.3% |
| 30D | -8.5% | -16.2% | +7.7% | -8.6% |
| 3M | +1.8% | -36.4% | +38.2% | +1.7% |
| 6M | -19.9% | -35.5% | +15.5% | -20.0% |
| YTD | +10.6% | -46.0% | +56.5% | +10.4% |
| 1Y | +17.9% | -47.1% | +65.1% | +17.9% |
| 3Y | +27.0% | -19.0% | +46.0% | +28.6% |
| 5Y | +68.7% | -83.6% | +152.2% | +69.6% |
| All | +64.3% | -70.7% | +135.0% | +54.8% |
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 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