+121,410.5%
AAPL vs LMT
+11,955.0%
+109,455.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.2% | -1.6% |
| 7D | -2.7% | -1.5% | -1.2% | -2.4% |
| 30D | +1.0% | -8.2% | +9.3% | +2.8% |
| 3M | +5.0% | +3.7% | +1.2% | +3.6% |
| 6M | +23.0% | -19.2% | +42.2% | +28.2% |
| YTD | +16.6% | +12.9% | +3.8% | +12.2% |
| 1Y | +33.4% | +19.8% | +13.6% | +26.5% |
| 3Y | +79.9% | +37.3% | +42.6% | +62.7% |
| 5Y | +109.0% | +74.4% | +34.6% | +77.0% |
| 10Y | +1,210.4% | +188.9% | +1,021.5% | +893.5% |
| All | +121,410.5% | +11,955.0% | +109,455.6% | +52,372.1% |
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