+48.7%
RSP vs LMT
+97.0%
-48.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.7% | -1.5% | +1.7% |
| 7D | +0.4% | -8.5% | +9.0% | +1.7% |
| 30D | +3.7% | +15.4% | -11.7% | +1.3% |
| 3M | +0.8% | +0.7% | +0.1% | +0.4% |
| 6M | +9.1% | +17.6% | -8.5% | +5.8% |
| YTD | +16.7% | +23.8% | -7.1% | +11.5% |
| 1Y | +19.7% | +31.6% | -12.0% | +13.0% |
| 3Y | +66.7% | +44.0% | +22.7% | +52.0% |
| 5Y | +48.7% | +98.8% | -50.1% | +17.6% |
| All | +48.7% | +97.0% | -48.3% | +17.6% |
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 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