+34.1%
LMT vs RRC
+36.3%
-2.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.1% | -1.4% |
| 7D | +5.1% | +6.4% | -1.3% | +4.3% |
| 30D | +14.1% | +23.9% | -9.7% | +11.8% |
| 3M | +0.3% | +30.2% | -29.9% | -2.0% |
| 6M | +16.1% | +26.3% | -10.2% | +13.2% |
| YTD | +25.5% | +48.1% | -22.6% | +24.5% |
| 1Y | +34.1% | +37.7% | -3.5% | +32.6% |
| All | +34.1% | +36.3% | -2.1% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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