+9,929.8%
STX vs LMT
+2,093.2%
+7,836.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.6% |
| 7D | +14.6% | +5.1% | +9.5% | +12.5% |
| 30D | -26.0% | +14.1% | -40.1% | -29.8% |
| 3M | -42.6% | +0.3% | -42.9% | -43.0% |
| 6M | -35.3% | +16.1% | -51.4% | -40.2% |
| YTD | +92.5% | +25.5% | +67.0% | +70.1% |
| 1Y | +102.4% | +34.1% | +68.3% | +73.4% |
| 3Y | +673.8% | +45.1% | +628.7% | +521.1% |
| 5Y | +463.1% | +100.9% | +362.1% | +274.7% |
| 10Y | +2,014.6% | +199.4% | +1,815.1% | +1,013.0% |
| All | +9,929.8% | +2,093.2% | +7,836.6% | +2,234.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling