+182.2%
AMAT vs LMT
+16.4%
+165.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.8% | +4.4% |
| 7D | -1.5% | -6.3% | +4.8% | -1.0% |
| 30D | -14.8% | -8.5% | -6.3% | -14.3% |
| 3M | -9.3% | +1.8% | -11.1% | -9.4% |
| 6M | +27.4% | -19.9% | +47.3% | +36.1% |
| YTD | +77.6% | +10.6% | +67.0% | +72.2% |
| All | +182.2% | +16.4% | +165.8% | +182.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling