+17.7%
LMT vs ROIV
+224.1%
-206.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.2% |
| 7D | -1.3% | +22.3% | -23.7% | -3.2% |
| 30D | -12.5% | +16.9% | -29.4% | -13.8% |
| 3M | -0.5% | +43.9% | -44.4% | -3.7% |
| 6M | -20.0% | +41.6% | -61.6% | -22.8% |
| YTD | +10.4% | +92.7% | -82.3% | +4.2% |
| 1Y | +17.7% | +210.2% | -192.5% | +11.1% |
| All | +17.7% | +224.1% | -206.4% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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