+12.4%
MS vs LMT
+27.6%
-15.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.5% |
| 7D | -1.6% | -11.0% | +9.4% | -1.5% |
| 30D | -3.8% | +13.6% | -17.4% | -4.5% |
| 3M | -14.6% | -2.1% | -12.5% | -14.5% |
| 6M | -5.1% | +11.7% | -16.7% | -5.5% |
| YTD | +4.5% | +19.4% | -14.8% | -0.8% |
| All | +12.4% | +27.6% | -15.2% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling