+39.2%
XLK vs LMT
+15.9%
+23.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.2% |
| 7D | +0.2% | -0.2% | +0.4% | +0.2% |
| 30D | -0.6% | -13.1% | +12.4% | -1.6% |
| 3M | +2.6% | -3.9% | +6.4% | +3.0% |
| 6M | +34.0% | -18.3% | +52.2% | +35.8% |
| YTD | +30.7% | +10.3% | +20.3% | +31.3% |
| 1Y | +39.2% | +14.2% | +25.0% | +39.3% |
| All | +39.2% | +15.9% | +23.3% | +39.3% |
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