+11,275.8%
LMT vs WEC
+3,978.4%
+7,297.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.2% |
| 7D | -6.3% | -0.3% | -6.0% | -6.2% |
| 30D | -8.5% | -1.3% | -7.2% | -8.1% |
| 3M | +1.8% | -3.9% | +5.8% | +3.3% |
| 6M | -19.9% | -8.3% | -11.6% | -17.5% |
| YTD | +10.6% | +3.1% | +7.5% | +9.2% |
| 1Y | +17.9% | +1.9% | +16.0% | +16.8% |
| 3Y | +27.0% | +41.9% | -15.0% | +10.9% |
| 5Y | +68.7% | +30.8% | +37.9% | +50.2% |
| 10Y | +181.1% | +141.9% | +39.2% | +101.3% |
| All | +11,275.8% | +3,978.4% | +7,297.4% | +3,837.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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