+6,882.0%
AMD vs LMT
+182.4%
+6,699.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +5.1% |
| 7D | +2.6% | -6.3% | +8.8% | +4.5% |
| 30D | -0.9% | -8.5% | +7.6% | +1.6% |
| 3M | -8.7% | +1.8% | -10.5% | -10.0% |
| 6M | +136.3% | -19.9% | +156.3% | +151.8% |
| YTD | +123.0% | +10.6% | +112.4% | +113.1% |
| 1Y | +195.2% | +17.9% | +177.2% | +175.8% |
| 3Y | +336.3% | +27.0% | +309.4% | +282.4% |
| 5Y | +334.5% | +68.7% | +265.8% | +219.3% |
| All | +6,882.0% | +182.4% | +6,699.6% | +3,684.1% |
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