-53.2%
TEAM vs LMT
+71.6%
-124.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.6% |
| 7D | -4.7% | -1.3% | -3.3% | -4.7% |
| 30D | +17.0% | -12.5% | +29.5% | +16.3% |
| 3M | +85.9% | -0.5% | +86.4% | +86.3% |
| 6M | +116.7% | -20.0% | +136.7% | +116.9% |
| YTD | +9.6% | +10.4% | -0.8% | +8.7% |
| 1Y | -2.5% | +17.7% | -20.2% | -3.9% |
| 3Y | -14.0% | +34.3% | -48.2% | -17.3% |
| All | -53.2% | +71.6% | -124.8% | -54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling