+34.1%
LMT vs STT
+46.7%
-12.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | +5.1% | +4.8% | +0.3% | +4.7% |
| 30D | +14.1% | +3.9% | +10.2% | +13.8% |
| 3M | +0.3% | -8.2% | +8.4% | +1.0% |
| 6M | +16.1% | +15.6% | +0.5% | +15.1% |
| YTD | +25.5% | +37.6% | -12.2% | +22.4% |
| 1Y | +34.1% | +50.1% | -16.0% | +31.7% |
| All | +34.1% | +46.7% | -12.6% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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