+14.2%
LMT vs ZBRA
+14.4%
-0.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -3.0% | -1.2% |
| 7D | -0.2% | -3.4% | +3.2% | -0.1% |
| 30D | -13.1% | -7.4% | -5.7% | -12.9% |
| 3M | -3.9% | +57.5% | -61.4% | -5.4% |
| 6M | -18.3% | +64.0% | -82.2% | -20.0% |
| YTD | +10.3% | +44.3% | -34.0% | +9.2% |
| 1Y | +14.2% | +10.9% | +3.4% | +15.3% |
| All | +14.2% | +14.4% | -0.2% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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