-17.6%
UBER vs LMT
+19.5%
-37.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | -0.2% |
| 7D | -3.9% | -6.3% | +2.4% | -3.5% |
| 30D | +11.1% | -8.5% | +19.6% | +11.6% |
| 3M | +4.9% | +1.8% | +3.1% | +4.5% |
| 6M | -1.2% | -19.9% | +18.8% | +3.1% |
| YTD | -7.3% | +10.6% | -17.9% | -11.5% |
| 1Y | -17.6% | +17.9% | -35.6% | -13.5% |
| All | -17.6% | +19.5% | -37.1% | -13.5% |
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