+41.6%
TXN vs LMT
+19.5%
+22.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.4% | +3.3% | +1.7% |
| 7D | -0.1% | -6.3% | +6.2% | -0.8% |
| 30D | -6.9% | -8.5% | +1.6% | -7.8% |
| 3M | -14.9% | +1.8% | -16.8% | -14.4% |
| 6M | +29.0% | -19.9% | +48.9% | +32.8% |
| YTD | +51.5% | +10.6% | +40.9% | +43.5% |
| 1Y | +41.6% | +17.9% | +23.6% | +31.9% |
| All | +41.6% | +19.5% | +22.1% | +31.9% |
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