+11,258.0%
LMT vs TROW
+14,176.2%
-2,918.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.9% |
| 7D | -1.3% | -1.5% | +0.2% | -1.1% |
| 30D | -12.5% | -5.3% | -7.2% | -11.7% |
| 3M | -0.5% | +2.9% | -3.4% | -1.1% |
| 6M | -20.0% | +22.2% | -42.2% | -23.1% |
| YTD | +10.4% | +8.1% | +2.3% | +8.5% |
| 1Y | +17.7% | +5.8% | +11.9% | +16.0% |
| 3Y | +34.3% | +14.0% | +20.3% | +28.7% |
| 5Y | +71.8% | -38.3% | +110.1% | +80.2% |
| 10Y | +187.0% | +131.7% | +55.3% | +135.7% |
| All | +11,258.0% | +14,176.2% | -2,918.1% | +5,249.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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