+55.3%
ON vs LMT
+15.9%
+39.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.1% | +9.6% | +8.3% |
| 7D | +2.4% | -0.2% | +2.6% | +2.4% |
| 30D | -8.6% | -13.1% | +4.5% | -11.0% |
| 3M | -34.3% | -3.9% | -30.5% | -33.5% |
| 6M | +28.5% | -18.3% | +46.8% | +31.1% |
| YTD | +40.6% | +10.3% | +30.3% | +32.4% |
| 1Y | +55.3% | +14.2% | +41.1% | +38.6% |
| All | +55.3% | +15.9% | +39.4% | +38.6% |
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