-10.9%
LMT vs SUNB
+12.2%
-23.1%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.3% | -3.6% | -6.8% |
| 7D | -5.5% | -2.6% | -2.9% | -5.4% |
| 30D | +17.5% | +4.3% | +13.1% | +17.5% |
| 3M | +1.6% | +0.8% | +0.8% | +1.8% |
| 6M | +16.3% | +9.2% | +7.1% | +16.3% |
| All | -10.9% | +12.2% | -23.1% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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