+489.2%
SPCX vs LMT
+15.9%
+473.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +7.9% |
| 7D | +3.6% | +5.1% | -1.5% | -28.1% |
| 30D | -8.6% | +14.1% | -22.7% | -80.7% |
| 3M | -1.5% | +0.3% | -1.8% | -59.8% |
| 6M | +442.8% | +33.8% | +409.0% | -78.3% |
| YTD | +442.8% | +33.8% | +409.0% | -78.3% |
| 1Y | +442.8% | +33.8% | +409.0% | -78.3% |
| All | +489.2% | +15.9% | +473.3% | -77.1% |
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 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