+13,111.6%
LMT vs RRC
+1,511.7%
+11,599.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.1% | +1.1% |
| 7D | +2.5% | -0.5% | +3.0% | +2.6% |
| 30D | +19.2% | +25.2% | -6.0% | +17.6% |
| 3M | +2.7% | +27.8% | -25.1% | +1.2% |
| 6M | +20.6% | +27.2% | -6.6% | +18.8% |
| YTD | +28.4% | +48.2% | -19.8% | +25.3% |
| 1Y | +36.9% | +34.7% | +2.2% | +34.3% |
| 3Y | +48.5% | +62.2% | -13.7% | +43.3% |
| 5Y | +107.6% | +130.9% | -23.3% | +93.9% |
| 10Y | +206.5% | +73.4% | +133.0% | +175.0% |
| All | +13,111.6% | +1,511.7% | +11,599.9% | +10,572.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling