-49.6%
ZTS vs LMT
+19.5%
-69.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.4% |
| 7D | -2.0% | -6.3% | +4.3% | -1.2% |
| 30D | +1.9% | -8.5% | +10.4% | +2.9% |
| 3M | -4.0% | +1.8% | -5.8% | -4.8% |
| 6M | -39.1% | -19.9% | -19.2% | -38.5% |
| YTD | -38.8% | +10.6% | -49.4% | -41.5% |
| 1Y | -49.6% | +17.9% | -67.5% | -52.9% |
| All | -49.6% | +19.5% | -69.1% | -52.9% |
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