+506.3%
NOW vs LMT
+205.0%
+301.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.5% | -5.6% | -3.7% |
| 7D | -8.7% | -5.6% | -3.1% | -7.4% |
| 30D | -29.3% | +18.4% | -47.6% | -32.9% |
| 3M | -21.8% | +0.6% | -22.4% | -22.5% |
| 6M | +9.2% | +20.6% | -11.3% | +2.3% |
| YTD | -35.0% | +27.0% | -61.9% | -40.7% |
| 1Y | -42.5% | +36.9% | -79.4% | -48.9% |
| 3Y | -21.5% | +46.9% | -68.4% | -34.2% |
| 5Y | -25.8% | +104.2% | -130.0% | -48.2% |
| 10Y | +506.3% | +205.2% | +301.1% | +248.8% |
| All | +506.3% | +205.0% | +301.4% | +248.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling