+152.8%
RTX vs LMT
+36.2%
+116.6%
-19.3%
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% | -1.9% |
| 7D | -3.1% | -1.5% | -1.6% | -2.4% |
| 30D | -10.6% | -8.2% | -2.3% | -7.0% |
| 3M | +11.6% | +3.7% | +7.9% | +9.7% |
| 6M | -4.5% | -19.2% | +14.7% | +3.5% |
| YTD | +9.6% | +12.9% | -3.3% | +4.6% |
| 1Y | +30.8% | +19.8% | +11.0% | +21.7% |
| 3Y | +152.8% | +37.3% | +115.6% | +117.2% |
| All | +152.8% | +36.2% | +116.6% | +117.2% |
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 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