+35.0%
LMT vs SU
+120.0%
-85.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -0.2% | +2.2% | -2.4% | -0.5% |
| 30D | -13.1% | +8.4% | -21.5% | -14.1% |
| 3M | -3.9% | +12.1% | -16.0% | -5.5% |
| 6M | -18.3% | +19.7% | -37.9% | -20.8% |
| YTD | +10.3% | +58.4% | -48.1% | +2.5% |
| 1Y | +14.2% | +67.2% | -53.0% | +5.3% |
| 3Y | +35.0% | +125.0% | -90.1% | +17.8% |
| All | +35.0% | +120.0% | -85.0% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling