+94.6%
SOFI vs LMT
+34.5%
+60.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.8% | +0.7% |
| 7D | -4.9% | -0.2% | -4.7% | -4.9% |
| 30D | -3.5% | -13.1% | +9.6% | -2.9% |
| 3M | +3.9% | -3.9% | +7.8% | +4.1% |
| 6M | -6.5% | -18.3% | +11.7% | -6.0% |
| YTD | -33.8% | +10.3% | -44.2% | -34.2% |
| 1Y | -33.3% | +14.2% | -47.5% | -33.6% |
| 3Y | +94.6% | +35.0% | +59.6% | +86.5% |
| All | +94.6% | +34.5% | +60.1% | +86.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling