+36.7%
LMT vs SOUN
-24.7%
+61.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +2.1% |
| 7D | -1.5% | -4.1% | +2.6% | -1.5% |
| 30D | -8.2% | -18.1% | +9.8% | -8.1% |
| 3M | +3.7% | -12.3% | +16.0% | +3.8% |
| 6M | -19.2% | -18.6% | -0.6% | -19.1% |
| YTD | +12.9% | -34.1% | +47.0% | +13.1% |
| 1Y | +19.8% | -57.0% | +76.8% | +20.4% |
| 3Y | +37.3% | +185.7% | -148.4% | +34.3% |
| All | +36.7% | -24.7% | +61.3% | +33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling