+84.5%
AAPL vs LMT
+36.0%
+48.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.1% | +2.5% | +3.6% |
| 7D | -0.5% | -0.5% | 0.0% | -0.5% |
| 30D | +7.1% | -10.8% | +17.9% | +6.8% |
| 3M | +12.1% | +1.6% | +10.5% | +12.2% |
| 6M | +25.4% | -17.6% | +43.0% | +25.2% |
| YTD | +20.5% | +11.6% | +8.9% | +20.0% |
| 1Y | +44.5% | +17.2% | +27.3% | +44.0% |
| All | +84.5% | +36.0% | +48.5% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling