-40.8%
SOFI vs LMT
+26.0%
-66.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.9% | +10.5% | +3.1% |
| 7D | +1.4% | -5.5% | +6.9% | +1.0% |
| 30D | +9.2% | +17.5% | -8.3% | +9.4% |
| 3M | -7.1% | +1.6% | -8.7% | -6.8% |
| 6M | +7.3% | +16.3% | -9.0% | +7.0% |
| YTD | -33.6% | +25.3% | -58.9% | -31.7% |
| 1Y | -40.8% | +25.9% | -66.7% | -38.9% |
| All | -40.8% | +26.0% | -66.8% | -38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling