+483.8%
STX vs LMT
+103.5%
+380.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.0% |
| 7D | -17.3% | -5.6% | -11.7% | -17.2% |
| 30D | -35.9% | +18.4% | -54.3% | -36.0% |
| 3M | -37.3% | +0.6% | -37.9% | -37.0% |
| 6M | -35.8% | +20.6% | -56.4% | -36.3% |
| YTD | +82.7% | +27.0% | +55.8% | +79.1% |
| 1Y | +71.6% | +36.9% | +34.8% | +66.7% |
| 3Y | +635.3% | +46.9% | +588.4% | +599.8% |
| 5Y | +483.8% | +104.2% | +379.6% | +480.6% |
| All | +483.8% | +103.5% | +380.3% | +480.6% |
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 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