+185.8%
LMT vs SPXU
-99.6%
+285.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -1.6% |
| 7D | -0.2% | +2.5% | -2.7% | +0.2% |
| 30D | -13.1% | +4.2% | -17.3% | -12.4% |
| 3M | -3.9% | -9.3% | +5.4% | -5.5% |
| 6M | -18.3% | -30.7% | +12.4% | -23.3% |
| YTD | +10.3% | -28.1% | +38.5% | +4.6% |
| 1Y | +14.2% | -35.2% | +49.5% | +6.4% |
| 3Y | +35.0% | -79.9% | +114.9% | +2.9% |
| 5Y | +73.2% | -86.4% | +159.6% | +30.8% |
| All | +185.8% | -99.6% | +285.4% | +16.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling