+123.8%
STX vs LMT
+26.0%
+97.8%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -6.9% | -1.3% | -9.7% |
| 7D | -20.2% | -5.5% | -14.7% | -21.2% |
| 30D | -37.2% | +17.5% | -54.7% | -33.6% |
| 3M | -34.1% | +1.6% | -35.6% | -32.1% |
| 6M | -24.5% | +16.3% | -40.8% | -19.9% |
| YTD | +102.9% | +25.3% | +77.7% | +115.4% |
| 1Y | +123.8% | +25.9% | +97.9% | +132.6% |
| All | +123.8% | +26.0% | +97.8% | +132.6% |
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