+443.6%
TEAM vs LMT
+197.1%
+246.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.3% |
| 7D | -2.4% | +5.1% | -7.5% | -3.2% |
| 30D | -26.7% | +14.1% | -40.8% | -28.3% |
| 3M | -9.6% | +0.3% | -9.9% | -9.9% |
| 6M | +86.0% | +16.1% | +69.9% | +80.7% |
| YTD | -7.5% | +25.5% | -33.0% | -12.7% |
| 1Y | -1.4% | +34.1% | -35.5% | -8.4% |
| 3Y | -14.3% | +45.1% | -59.4% | -23.6% |
| 5Y | -66.3% | +100.9% | -167.3% | -73.3% |
| All | +443.6% | +197.1% | +246.6% | +258.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling