+1,315.3%
AMAT vs LMT
+198.5%
+1,116.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.7% | +7.6% | +10.0% |
| 7D | -1.1% | -8.5% | +7.5% | +2.2% |
| 30D | -26.9% | +15.4% | -42.3% | -30.7% |
| 3M | -31.2% | +0.7% | -31.9% | -31.7% |
| 6M | -14.7% | +17.6% | -32.3% | -20.8% |
| YTD | +44.7% | +23.8% | +20.9% | +30.5% |
| 1Y | +62.0% | +31.6% | +30.3% | +42.2% |
| 3Y | +165.0% | +44.0% | +121.0% | +115.0% |
| 5Y | +147.1% | +98.8% | +48.3% | +59.4% |
| 10Y | +1,315.3% | +202.1% | +1,113.1% | +681.6% |
| All | +1,315.3% | +198.5% | +1,116.8% | +681.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling