+78.2%
MNST vs LMT
+74.9%
+3.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.6% | -1.7% |
| 7D | -4.1% | -1.5% | -2.6% | -4.0% |
| 30D | -4.5% | -8.2% | +3.8% | -3.9% |
| 3M | -2.5% | +3.7% | -6.2% | -2.8% |
| 6M | +14.1% | -19.2% | +33.3% | +16.5% |
| YTD | +12.6% | +12.9% | -0.3% | +10.3% |
| 1Y | +36.9% | +19.8% | +17.1% | +33.1% |
| 3Y | +53.1% | +37.3% | +15.8% | +44.8% |
| 5Y | +78.2% | +74.4% | +3.9% | +60.3% |
| All | +78.2% | +74.9% | +3.3% | +60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling