+7,228.2%
AMD vs LMT
+198.5%
+7,029.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +3.7% | +9.5% | +12.2% |
| 7D | +8.9% | -8.5% | +17.5% | +11.6% |
| 30D | -16.4% | +15.4% | -31.8% | -19.9% |
| 3M | +5.2% | +0.7% | +4.6% | +4.6% |
| 6M | +11.7% | +17.6% | -5.9% | +5.3% |
| YTD | +137.5% | +23.8% | +113.7% | +119.3% |
| 1Y | +117.8% | +31.6% | +86.1% | +96.7% |
| 3Y | +348.1% | +44.0% | +304.1% | +279.5% |
| 5Y | +241.5% | +98.8% | +142.7% | +138.8% |
| 10Y | +7,228.2% | +202.1% | +7,026.1% | +4,935.6% |
| All | +7,228.2% | +198.5% | +7,029.8% | +4,935.6% |
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