+98.8%
LMT vs PAAS
+76.1%
+22.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.9% | +0.8% | +3.6% |
| 7D | -8.5% | +8.8% | -17.4% | -8.8% |
| 30D | +15.4% | -8.5% | +23.9% | +15.8% |
| 3M | +0.7% | -17.0% | +17.7% | +1.3% |
| 6M | +17.6% | -27.9% | +45.5% | +19.0% |
| YTD | +23.8% | -17.5% | +41.3% | +23.8% |
| 1Y | +31.6% | +22.8% | +8.8% | +28.7% |
| 3Y | +44.0% | +224.2% | -180.2% | +29.6% |
| 5Y | +98.8% | +73.6% | +25.2% | +90.1% |
| All | +98.8% | +76.1% | +22.8% | +90.1% |
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