-17.6%
TEAM vs LMT
+37.6%
-55.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.1% | -9.0% | -6.7% |
| 7D | -5.7% | -1.5% | -4.1% | -5.8% |
| 30D | +18.3% | -8.2% | +26.6% | +17.0% |
| 3M | +80.2% | +3.7% | +76.5% | +82.1% |
| 6M | +111.0% | -19.2% | +130.1% | +108.0% |
| YTD | +8.8% | +12.9% | -4.1% | +9.2% |
| 1Y | +2.2% | +19.8% | -17.6% | +2.2% |
| All | -17.6% | +37.6% | -55.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling