+25.9%
LMT vs SPXU
-30.4%
+56.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.9% | -2.0% | -6.6% |
| 7D | -5.5% | +2.2% | -7.7% | -5.5% |
| 30D | +17.5% | +3.8% | +13.7% | +17.5% |
| 3M | +1.6% | +3.3% | -1.7% | +1.6% |
| 6M | +16.3% | -16.7% | +33.0% | +15.8% |
| YTD | +25.3% | -28.6% | +53.9% | +23.8% |
| 1Y | +25.9% | -30.6% | +56.4% | +24.5% |
| All | +25.9% | -30.4% | +56.2% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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