-59.6%
MSTR vs LMT
+17.6%
-77.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -3.0% |
| 7D | +7.7% | -1.3% | +9.1% | +7.6% |
| 30D | +36.3% | -12.5% | +48.9% | +35.0% |
| 3M | +13.4% | -0.5% | +13.9% | +11.8% |
| 6M | -4.5% | -20.0% | +15.5% | +0.5% |
| YTD | -12.7% | +10.4% | -23.1% | -18.9% |
| 1Y | -59.6% | +17.7% | -77.3% | -64.7% |
| All | -59.6% | +17.6% | -77.2% | -64.7% |
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