+35.1%
LMT vs SOUN
-28.0%
+63.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +17.8% |
| 3Y | +35.7% | +173.0% | -137.3% | +32.9% |
| All | +35.1% | -28.0% | +63.1% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling