+95.5%
AMD vs LMT
+26.0%
+69.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.9% | +7.9% | 0.0% |
| 7D | -15.5% | -5.5% | -10.0% | -16.1% |
| 30D | -22.6% | +17.5% | -40.1% | -21.0% |
| 3M | -5.7% | +1.6% | -7.3% | -3.9% |
| 6M | +43.1% | +16.3% | +26.8% | +47.0% |
| YTD | +128.2% | +25.3% | +103.0% | +145.2% |
| 1Y | +95.5% | +25.9% | +69.6% | +106.3% |
| All | +95.5% | +26.0% | +69.5% | +106.3% |
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