+25.9%
LMT vs SBAC
+2.4%
+23.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.8% | -12.7% | -7.4% |
| 7D | -5.5% | +5.8% | -11.3% | -6.1% |
| 30D | +17.5% | +20.8% | -3.4% | +15.0% |
| 3M | +1.6% | +4.8% | -3.2% | +0.9% |
| 6M | +16.3% | -9.1% | +25.4% | +17.6% |
| YTD | +25.3% | +3.1% | +22.2% | +27.6% |
| 1Y | +25.9% | +2.2% | +23.7% | +28.5% |
| All | +25.9% | +2.4% | +23.5% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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