+43.4%
XLK vs LMT
+19.5%
+23.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +0.6% |
| 7D | +0.9% | -6.3% | +7.1% | +0.4% |
| 30D | +0.7% | -8.5% | +9.2% | +0.2% |
| 3M | -2.9% | +1.8% | -4.8% | -2.5% |
| 6M | +34.3% | -19.9% | +54.2% | +36.3% |
| YTD | +30.4% | +10.6% | +19.8% | +30.8% |
| 1Y | +43.4% | +17.9% | +25.4% | +44.3% |
| All | +43.4% | +19.5% | +23.9% | +44.3% |
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