+635.3%
STX vs LMT
+47.1%
+588.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -0.9% |
| 7D | -17.3% | -5.6% | -11.7% | -17.7% |
| 30D | -35.9% | +18.4% | -54.3% | -35.0% |
| 3M | -37.3% | +0.6% | -37.9% | -36.7% |
| 6M | -35.8% | +20.6% | -56.4% | -35.1% |
| YTD | +82.7% | +27.0% | +55.8% | +82.2% |
| 1Y | +71.6% | +36.9% | +34.8% | +70.2% |
| 3Y | +635.3% | +46.9% | +588.4% | +651.3% |
| All | +635.3% | +47.1% | +588.1% | +651.3% |
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