+10,239.8%
RTX vs LMT
+13,460.7%
-3,220.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.5% | +1.0% |
| 7D | -1.7% | -5.6% | +3.9% | +0.5% |
| 30D | +7.7% | +18.4% | -10.7% | +0.4% |
| 3M | -10.3% | +0.6% | -11.0% | -10.8% |
| 6M | +14.6% | +20.6% | -6.0% | +6.0% |
| YTD | +10.4% | +27.0% | -16.6% | -0.2% |
| 1Y | +13.5% | +36.9% | -23.3% | -0.4% |
| 3Y | +158.6% | +46.9% | +111.7% | +117.6% |
| 5Y | +147.3% | +104.2% | +43.1% | +82.9% |
| 10Y | +268.6% | +205.2% | +63.4% | +138.7% |
| All | +10,239.8% | +13,460.7% | -3,220.9% | +2,197.8% |
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