+15,142.2%
LMT vs RIO
+4,806.4%
+10,335.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | +5.1% | -0.9% | +6.0% | +5.2% |
| 30D | +14.1% | -9.1% | +23.2% | +15.6% |
| 3M | +0.3% | -13.7% | +14.0% | +2.2% |
| 6M | +16.1% | -24.3% | +40.4% | +20.3% |
| YTD | +25.5% | +8.9% | +16.6% | +22.9% |
| 1Y | +34.1% | +22.7% | +11.5% | +29.0% |
| 3Y | +45.1% | +51.2% | -6.1% | +34.1% |
| 5Y | +100.9% | +88.1% | +12.8% | +77.2% |
| 10Y | +199.4% | +352.3% | -152.9% | +127.6% |
| All | +15,142.2% | +4,806.4% | +10,335.8% | +7,955.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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