+54.7%
MNST vs LMT
+34.2%
+20.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.5% |
| 7D | -6.5% | -6.3% | -0.2% | -6.3% |
| 30D | -7.2% | -8.5% | +1.3% | -6.9% |
| 3M | -1.0% | +1.8% | -2.8% | -1.0% |
| 6M | +11.5% | -19.9% | +31.4% | +13.2% |
| YTD | +14.3% | +10.6% | +3.7% | +12.3% |
| 1Y | +38.1% | +17.9% | +20.2% | +34.6% |
| All | +54.7% | +34.2% | +20.5% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 3y: compounded portfolio wealth divided by compounded LMT 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…
3y analysis · Full analysis span regression · 6 months rolling