+10,141.2%
RTX vs LMT
+13,482.5%
-3,341.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.1% |
| 7D | +3.4% | +4.8% | -1.5% | +1.4% |
| 30D | +8.4% | +19.9% | -11.5% | +0.6% |
| 3M | -10.7% | +0.2% | -10.8% | -10.9% |
| 6M | +11.7% | +17.4% | -5.7% | +4.4% |
| YTD | +9.3% | +27.2% | -17.8% | -1.2% |
| 1Y | +13.3% | +35.6% | -22.3% | -0.3% |
| 3Y | +156.1% | +47.1% | +109.0% | +115.4% |
| 5Y | +148.5% | +103.7% | +44.9% | +84.1% |
| 10Y | +263.6% | +203.5% | +60.1% | +135.9% |
| All | +10,141.2% | +13,482.5% | -3,341.3% | +2,174.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling