-77.0%
PATH vs LMT
+89.7%
-166.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.1% |
| 7D | -5.3% | -11.0% | +5.7% | -5.4% |
| 30D | -0.5% | +13.6% | -14.1% | -0.5% |
| 3M | -7.1% | -2.1% | -5.0% | -7.3% |
| 6M | +23.8% | +11.7% | +12.1% | +23.7% |
| YTD | -20.7% | +19.4% | -40.1% | -20.9% |
| 1Y | -8.1% | +24.1% | -32.1% | -8.5% |
| 3Y | -21.8% | +36.2% | -58.0% | -22.9% |
| All | -77.0% | +89.7% | -166.7% | -78.2% |
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