+30.6%
UPS vs LMT
+26.0%
+4.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.9% | +11.6% | +4.7% |
| 7D | +8.2% | -5.5% | +13.7% | +8.1% |
| 30D | +22.7% | +17.5% | +5.3% | +21.5% |
| 3M | +6.4% | +1.6% | +4.8% | +5.7% |
| 6M | +22.6% | +16.3% | +6.3% | +21.6% |
| YTD | +20.7% | +25.3% | -4.5% | +16.4% |
| 1Y | +30.6% | +25.9% | +4.8% | +26.4% |
| All | +30.6% | +26.0% | +4.6% | +26.4% |
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