-76.8%
PATH vs LMT
+95.5%
-172.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.2% | -0.5% | -3.7% |
| 7D | -5.6% | -10.5% | +4.9% | -5.6% |
| 30D | -0.7% | +12.9% | -13.6% | -0.7% |
| 3M | -5.9% | +0.4% | -6.2% | -6.0% |
| 6M | +21.6% | +14.7% | +6.9% | +21.5% |
| YTD | -20.6% | +21.3% | -41.9% | -20.8% |
| 1Y | -10.6% | +24.9% | -35.5% | -11.0% |
| 3Y | -24.9% | +37.7% | -62.6% | -25.8% |
| 5Y | -76.8% | +93.8% | -170.6% | -78.1% |
| All | -76.8% | +95.5% | -172.3% | -78.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling