+137,736.4%
AMAT vs LMT
+11,710.6%
+126,025.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.8% | +4.8% |
| 7D | -1.5% | -6.3% | +4.8% | +0.5% |
| 30D | -14.8% | -8.5% | -6.3% | -12.6% |
| 3M | -9.3% | +1.8% | -11.1% | -10.5% |
| 6M | +27.4% | -19.9% | +47.3% | +34.9% |
| YTD | +77.6% | +10.6% | +67.0% | +69.9% |
| 1Y | +188.9% | +17.9% | +171.0% | +170.4% |
| 3Y | +202.3% | +27.0% | +175.3% | +169.9% |
| 5Y | +248.9% | +68.7% | +180.2% | +178.5% |
| 10Y | +1,585.2% | +181.1% | +1,404.1% | +1,051.8% |
| All | +137,736.4% | +11,710.6% | +126,025.9% | +41,826.4% |
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