+17.9%
LMT vs PSX
+101.0%
-83.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.4% |
| 7D | -6.3% | +4.5% | -10.8% | -6.4% |
| 30D | -8.5% | +26.6% | -35.1% | -9.1% |
| 3M | +1.8% | +39.3% | -37.4% | +0.3% |
| 6M | -19.9% | +56.8% | -76.8% | -22.1% |
| YTD | +10.6% | +101.8% | -91.3% | +3.8% |
| 1Y | +17.9% | +99.6% | -81.7% | +10.8% |
| All | +17.9% | +101.0% | -83.1% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling