+28.5%
LMT vs Q
+80.0%
-51.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.4% | -1.2% | +1.2% |
| 7D | +2.5% | +6.6% | -4.0% | +2.7% |
| 30D | +19.2% | +2.7% | +16.5% | +19.3% |
| 3M | +2.7% | -8.4% | +11.1% | +2.8% |
| 6M | +20.6% | -17.3% | +37.9% | +20.0% |
| YTD | +28.4% | +55.3% | -26.9% | +21.2% |
| 1Y | +36.9% | +31.5% | +5.5% | +27.3% |
| All | +28.5% | +80.0% | -51.5% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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