+12.8%
TEAM vs LMT
+19.5%
-6.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.4% | -1.2% | -3.1% |
| 7D | -0.4% | -6.3% | +5.8% | -2.8% |
| 30D | +67.3% | -8.5% | +75.8% | +61.8% |
| 3M | +86.8% | +1.8% | +85.0% | +90.6% |
| 6M | +146.8% | -19.9% | +166.8% | +126.5% |
| YTD | +16.9% | +10.6% | +6.4% | +23.3% |
| 1Y | +12.8% | +17.9% | -5.2% | +21.9% |
| All | +12.8% | +19.5% | -6.7% | +21.9% |
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 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