+15.1%
TEAM vs LMT
+26.0%
-10.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.3% | -2.7% |
| 7D | -13.7% | -5.5% | -8.2% | -15.1% |
| 30D | -3.4% | +17.5% | -20.9% | +2.3% |
| 3M | +72.1% | +1.6% | +70.5% | +72.6% |
| 6M | +103.8% | +16.3% | +87.5% | +118.8% |
| YTD | +17.1% | +25.3% | -8.1% | +30.1% |
| 1Y | +15.1% | +25.9% | -10.8% | +26.8% |
| All | +15.1% | +26.0% | -10.9% | +26.8% |
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