+75.2%
LMT vs SPXU
-85.5%
+160.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.8% | +1.2% |
| 7D | -0.5% | +6.4% | -6.9% | -0.1% |
| 30D | -10.8% | +5.9% | -16.7% | -10.4% |
| 3M | +1.6% | -11.7% | +13.3% | +0.7% |
| 6M | -17.6% | -28.7% | +11.1% | -19.5% |
| YTD | +11.6% | -26.4% | +37.9% | +9.4% |
| 1Y | +17.2% | -35.2% | +52.5% | +13.9% |
| 3Y | +35.7% | -79.8% | +115.5% | +20.8% |
| 5Y | +75.2% | -86.1% | +161.3% | +50.3% |
| All | +75.2% | -85.5% | +160.7% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling