-60.9%
ADBE vs LMT
+72.2%
-133.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.1% | +2.5% | +1.4% |
| 7D | -5.4% | -0.2% | -5.2% | -5.4% |
| 30D | -2.5% | -13.1% | +10.5% | -1.8% |
| 3M | +15.3% | -3.9% | +19.2% | +15.5% |
| 6M | -7.8% | -18.3% | +10.4% | -6.6% |
| YTD | -27.9% | +10.3% | -38.3% | -28.7% |
| 1Y | -28.0% | +14.2% | -42.3% | -29.1% |
| 3Y | -55.3% | +35.0% | -90.3% | -57.5% |
| All | -60.9% | +72.2% | -133.1% | -64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling