+96.4%
U vs LMT
+16.7%
+79.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.3% | +6.6% | +4.8% |
| 7D | +2.6% | +5.1% | -2.5% | +4.2% |
| 30D | +27.6% | +14.1% | +13.4% | +30.5% |
| 3M | +15.3% | +0.3% | +15.0% | +18.2% |
| 6M | +96.4% | +16.1% | +80.3% | +100.9% |
| All | +96.4% | +16.7% | +79.7% | +100.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling