+910.3%
XBI vs LMT
+1,302.7%
-392.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.0% |
| 7D | -4.6% | -0.5% | -4.1% | -4.4% |
| 30D | -0.8% | -10.8% | +10.0% | +3.5% |
| 3M | +21.8% | +1.6% | +20.2% | +19.9% |
| 6M | +23.2% | -17.6% | +40.7% | +31.7% |
| YTD | +28.7% | +11.6% | +17.2% | +20.8% |
| 1Y | +67.8% | +17.2% | +50.5% | +53.9% |
| 3Y | +100.6% | +35.7% | +64.9% | +67.6% |
| 5Y | +19.8% | +75.2% | -55.4% | -14.2% |
| 10Y | +159.7% | +190.1% | -30.3% | +37.4% |
| All | +910.3% | +1,302.7% | -392.5% | +143.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling