+187.0%
LMT vs PAAS
+218.1%
-31.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.7% | -5.9% | -2.3% |
| 7D | -1.3% | +2.6% | -4.0% | -1.4% |
| 30D | -12.5% | +2.5% | -15.0% | -12.6% |
| 3M | -0.5% | +15.1% | -15.5% | -1.2% |
| 6M | -20.0% | -12.1% | -8.0% | -19.8% |
| YTD | +10.4% | +3.1% | +7.3% | +9.7% |
| 1Y | +17.7% | +50.8% | -33.1% | +14.9% |
| 3Y | +34.3% | +259.5% | -225.2% | +24.8% |
| 5Y | +71.8% | +126.3% | -54.5% | +61.8% |
| 10Y | +187.0% | +239.7% | -52.8% | +166.2% |
| All | +187.0% | +218.1% | -31.2% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling