+1,077.4%
STX vs LMT
+71.0%
+1,006.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.9% |
| 7D | +9.6% | -1.3% | +10.9% | +9.7% |
| 30D | +10.6% | -12.5% | +23.1% | +11.4% |
| 3M | +4.8% | -0.5% | +5.2% | +4.6% |
| 6M | +137.3% | -20.0% | +157.3% | +143.4% |
| YTD | +222.5% | +10.4% | +212.1% | +215.7% |
| 1Y | +366.2% | +17.7% | +348.5% | +351.5% |
| 3Y | +1,352.9% | +34.3% | +1,318.6% | +1,264.7% |
| 5Y | +1,077.4% | +71.8% | +1,005.6% | +901.9% |
| All | +1,077.4% | +71.0% | +1,006.4% | +901.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling