+25.7%
ABNB vs LMT
+70.7%
-44.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.3% | -1.8% |
| 7D | -4.0% | -6.3% | +2.3% | -4.2% |
| 30D | +19.3% | -8.5% | +27.8% | +19.0% |
| 3M | +36.1% | +1.8% | +34.2% | +36.4% |
| 6M | +34.2% | -19.9% | +54.2% | +33.6% |
| YTD | +34.1% | +10.6% | +23.5% | +34.5% |
| 1Y | +45.1% | +17.9% | +27.2% | +45.8% |
| 3Y | +37.1% | +27.0% | +10.2% | +37.0% |
| 5Y | +15.2% | +68.7% | -53.5% | +16.6% |
| All | +25.7% | +70.7% | -44.9% | +35.2% |
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