+14.5%
NET vs LMT
+26.0%
-11.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.9% | +4.3% | -2.4% |
| 7D | -16.4% | -5.5% | -10.8% | -16.2% |
| 30D | -25.8% | +17.5% | -43.3% | -25.6% |
| 3M | -11.5% | +1.6% | -13.1% | -10.9% |
| 6M | +18.9% | +16.3% | +2.6% | +19.9% |
| YTD | +35.2% | +25.3% | +10.0% | +48.8% |
| 1Y | +14.5% | +25.9% | -11.4% | +24.1% |
| All | +14.5% | +26.0% | -11.5% | +24.1% |
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