+25.9%
LMT vs XYZ
+19.9%
+6.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +15.3% | -22.2% | -5.8% |
| 7D | -5.5% | +16.5% | -22.0% | -4.4% |
| 30D | +17.5% | +15.0% | +2.5% | +18.8% |
| 3M | +1.6% | +3.5% | -1.9% | +2.6% |
| 6M | +16.3% | +21.9% | -5.6% | +17.7% |
| YTD | +25.3% | +34.6% | -9.4% | +25.6% |
| 1Y | +25.9% | +20.7% | +5.1% | +26.3% |
| All | +25.9% | +19.9% | +6.0% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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