-78.0%
PATH vs LMT
+57.1%
-135.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.4% | -15.2% | -16.6% |
| 7D | -16.3% | -6.3% | -10.0% | -16.4% |
| 30D | +9.9% | -8.5% | +18.4% | +9.7% |
| 3M | +30.2% | +1.8% | +28.3% | +30.2% |
| 6M | +37.2% | -19.9% | +57.2% | +37.6% |
| YTD | -7.3% | +10.6% | -17.9% | -7.5% |
| 1Y | +40.0% | +17.9% | +22.1% | +39.5% |
| 3Y | -4.4% | +27.0% | -31.4% | -5.4% |
| 5Y | -76.0% | +68.7% | -144.7% | -75.7% |
| All | -78.0% | +57.1% | -135.1% | -78.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling