+100,756.0%
AMAT vs LMT
+12,650.4%
+88,105.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +4.7% |
| 7D | -14.7% | -11.0% | -3.7% | -11.6% |
| 30D | -36.1% | +13.6% | -49.7% | -38.8% |
| 3M | -36.9% | -2.1% | -34.8% | -36.8% |
| 6M | -22.2% | +11.7% | -33.9% | -25.8% |
| YTD | +29.9% | +19.4% | +10.6% | +20.8% |
| 1Y | +43.3% | +24.1% | +19.2% | +31.4% |
| 3Y | +142.7% | +36.2% | +106.5% | +111.6% |
| 5Y | +126.2% | +90.7% | +35.5% | +73.2% |
| 10Y | +1,211.7% | +212.5% | +999.3% | +765.2% |
| All | +100,756.0% | +12,650.4% | +88,105.7% | +29,722.9% |
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