+162.9%
RTX vs LMT
+71.0%
+91.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | +0.5% |
| 7D | -1.6% | -1.3% | -0.3% | -0.9% |
| 30D | -11.6% | -12.5% | +0.9% | -5.1% |
| 3M | +9.2% | -0.5% | +9.6% | +9.1% |
| 6M | -4.4% | -20.0% | +15.6% | +6.7% |
| YTD | +8.9% | +10.4% | -1.5% | +2.9% |
| 1Y | +32.1% | +17.7% | +14.4% | +20.4% |
| 3Y | +151.2% | +34.3% | +117.0% | +104.9% |
| 5Y | +162.9% | +71.8% | +91.1% | +83.1% |
| All | +162.9% | +71.0% | +91.9% | +83.1% |
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