+136,904.2%
AAPL vs LMT
+13,301.5%
+123,602.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | +4.1% | +5.1% | -1.0% | +3.0% |
| 30D | +4.0% | +14.1% | -10.2% | +0.7% |
| 3M | +16.8% | +0.3% | +16.5% | +16.2% |
| 6M | +19.4% | +16.1% | +3.3% | +14.6% |
| YTD | +31.5% | +25.5% | +6.0% | +23.2% |
| 1Y | +31.0% | +34.1% | -3.2% | +20.7% |
| 3Y | +95.3% | +45.1% | +50.2% | +74.3% |
| 5Y | +143.4% | +100.9% | +42.4% | +99.4% |
| 10Y | +1,330.5% | +199.4% | +1,131.1% | +971.9% |
| All | +136,904.2% | +13,301.5% | +123,602.6% | +57,509.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling