+36.5%
LMT vs SOUN
+173.0%
-136.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.1% |
| 7D | -0.5% | -6.8% | +6.3% | -0.5% |
| 30D | -10.8% | -15.2% | +4.5% | -10.6% |
| 3M | +1.6% | -7.0% | +8.6% | +1.6% |
| 6M | -17.6% | -20.5% | +3.0% | -17.5% |
| YTD | +11.6% | -37.0% | +48.6% | +11.9% |
| 1Y | +17.2% | -55.3% | +72.5% | +17.9% |
| All | +36.5% | +173.0% | -136.5% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 3y: compounded portfolio wealth divided by compounded SOUN 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…
3y analysis · Full analysis span regression · 6 months rolling