+74.4%
LMT vs PAAS
+117.9%
-43.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.7% | +2.1% |
| 7D | -1.5% | +2.0% | -3.5% | -1.6% |
| 30D | -8.2% | -0.1% | -8.2% | -8.3% |
| 3M | +3.7% | +8.2% | -4.5% | +3.2% |
| 6M | -19.2% | -13.8% | -5.4% | -18.8% |
| YTD | +12.9% | -0.6% | +13.5% | +12.1% |
| 1Y | +19.8% | +44.0% | -24.2% | +16.3% |
| 3Y | +37.3% | +246.6% | -209.3% | +23.4% |
| 5Y | +74.4% | +116.1% | -41.7% | +63.5% |
| All | +74.4% | +117.9% | -43.6% | +63.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling