+99.4%
XBI vs LMT
+34.5%
+64.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.3% |
| 7D | -4.6% | -0.2% | -4.4% | -4.6% |
| 30D | -2.0% | -13.1% | +11.1% | -0.9% |
| 3M | +17.8% | -3.9% | +21.7% | +18.1% |
| 6M | +23.7% | -18.3% | +42.0% | +25.8% |
| YTD | +28.2% | +10.3% | +17.9% | +26.9% |
| 1Y | +64.0% | +14.2% | +49.7% | +61.7% |
| 3Y | +99.4% | +35.0% | +64.4% | +98.7% |
| All | +99.4% | +34.5% | +64.9% | +98.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling