+4,326.0%
LMT vs PAAS
+937.7%
+3,388.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.8% | +8.4% | +2.8% |
| 7D | -5.6% | +4.2% | -9.8% | -5.8% |
| 30D | +18.4% | -13.8% | +32.1% | +19.0% |
| 3M | +0.6% | -22.7% | +23.3% | +1.5% |
| 6M | +20.6% | -32.1% | +52.7% | +22.2% |
| YTD | +27.0% | -22.3% | +49.2% | +27.4% |
| 1Y | +36.9% | +7.7% | +29.2% | +35.2% |
| 3Y | +46.9% | +214.0% | -167.2% | +36.4% |
| 5Y | +104.2% | +63.2% | +41.0% | +93.9% |
| 10Y | +205.2% | +185.5% | +19.7% | +174.5% |
| All | +4,326.0% | +937.7% | +3,388.3% | +3,437.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling