+25.9%
LMT vs SU
+88.1%
-62.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.5% | -2.4% | -6.2% |
| 7D | -5.5% | -7.1% | +1.6% | -4.6% |
| 30D | +17.5% | +4.8% | +12.7% | +16.7% |
| 3M | +1.6% | +12.5% | -10.9% | -0.2% |
| 6M | +16.3% | +6.5% | +9.9% | +14.7% |
| YTD | +25.3% | +65.8% | -40.5% | +11.4% |
| 1Y | +25.9% | +86.2% | -60.3% | +11.9% |
| All | +25.9% | +88.1% | -62.2% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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