+1,278.0%
AAPL vs LMT
+188.6%
+1,089.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +2.1% |
| 7D | +3.8% | -0.2% | +4.1% | +3.9% |
| 30D | +9.9% | -13.1% | +23.0% | +14.3% |
| 3M | +12.5% | -3.9% | +16.4% | +13.1% |
| 6M | +27.6% | -18.3% | +45.9% | +34.6% |
| YTD | +22.6% | +10.3% | +12.2% | +16.4% |
| 1Y | +45.0% | +14.2% | +30.7% | +35.8% |
| 3Y | +87.8% | +35.0% | +52.8% | +59.6% |
| 5Y | +128.7% | +73.2% | +55.4% | +69.4% |
| All | +1,278.0% | +188.6% | +1,089.4% | +820.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling