+53.9%
RSP vs LMT
+37.6%
+16.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.3% |
| 7D | -0.4% | -1.5% | +1.1% | -0.2% |
| 30D | -1.5% | -8.2% | +6.7% | -0.7% |
| 3M | +4.8% | +3.7% | +1.1% | +4.2% |
| 6M | +10.3% | -19.2% | +29.4% | +13.0% |
| YTD | +14.1% | +12.9% | +1.2% | +11.6% |
| 1Y | +17.0% | +19.8% | -2.8% | +13.5% |
| All | +53.9% | +37.6% | +16.4% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling