+325.3%
STX vs LMT
+15.9%
+309.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.9% |
| 7D | -2.3% | -0.2% | -2.0% | -2.3% |
| 30D | -5.5% | -13.1% | +7.6% | -8.1% |
| 3M | -4.3% | -3.9% | -0.4% | -3.8% |
| 6M | +115.6% | -18.3% | +133.9% | +117.3% |
| YTD | +202.2% | +10.3% | +191.9% | +207.2% |
| 1Y | +325.3% | +14.2% | +311.1% | +309.1% |
| All | +325.3% | +15.9% | +309.4% | +309.1% |
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 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