+3,491.8%
LMT vs TPR
+8,233.9%
-4,742.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.3% | +3.4% |
| 7D | -8.5% | +12.7% | -21.2% | -10.2% |
| 30D | +15.4% | +17.1% | -1.6% | +12.7% |
| 3M | +0.7% | -15.9% | +16.5% | +2.7% |
| 6M | +17.6% | +2.6% | +15.0% | +16.4% |
| YTD | +23.8% | +7.5% | +16.3% | +21.1% |
| 1Y | +31.6% | +32.9% | -1.3% | +24.7% |
| 3Y | +44.0% | +413.8% | -369.8% | +7.9% |
| 5Y | +98.8% | +263.9% | -165.0% | +52.4% |
| 10Y | +202.1% | +389.7% | -187.6% | +101.8% |
| All | +3,491.8% | +8,233.9% | -4,742.1% | +1,915.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 all: compounded portfolio wealth divided by compounded TPR 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…
all analysis · Full analysis span regression · 6 months rolling