+151.7%
RTX vs LMT
+106.8%
+44.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.1% |
| 7D | +1.4% | +2.5% | -1.1% | +0.1% |
| 30D | +7.8% | +19.2% | -11.3% | -2.3% |
| 3M | -9.8% | +2.7% | -12.5% | -11.4% |
| 6M | +13.5% | +20.6% | -7.1% | +2.0% |
| YTD | +10.9% | +28.4% | -17.5% | -3.9% |
| 1Y | +14.0% | +36.9% | -22.9% | -4.7% |
| 3Y | +159.9% | +48.5% | +111.4% | +99.0% |
| 5Y | +151.7% | +107.6% | +44.1% | +38.6% |
| All | +151.7% | +106.8% | +44.8% | +38.6% |
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