+25.9%
LMT vs TE
-16.5%
+42.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.5% | -3.3% | -7.0% |
| 7D | -5.5% | +3.8% | -9.3% | -5.4% |
| 30D | +17.5% | -26.2% | +43.7% | +17.2% |
| 3M | +1.6% | -49.7% | +51.3% | +0.8% |
| 6M | +16.3% | -46.5% | +62.8% | +15.0% |
| YTD | +25.3% | -59.1% | +84.4% | +24.4% |
| 1Y | +25.9% | -25.8% | +51.7% | +29.9% |
| All | +25.9% | -16.5% | +42.4% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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