+25.9%
LMT vs TECK
+59.3%
-33.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.3% | -11.2% | -6.9% |
| 7D | -5.5% | +2.3% | -7.8% | -5.5% |
| 30D | +17.5% | -5.0% | +22.5% | +17.7% |
| 3M | +1.6% | -0.3% | +1.9% | +1.6% |
| 6M | +16.3% | +13.9% | +2.4% | +15.7% |
| YTD | +25.3% | +35.2% | -10.0% | +25.3% |
| 1Y | +25.9% | +57.5% | -31.7% | +29.4% |
| All | +25.9% | +59.3% | -33.4% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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