+264.6%
AMD vs LMT
+100.7%
+163.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.3% | -7.4% | -8.7% |
| 7D | +18.9% | +5.1% | +13.8% | +18.9% |
| 30D | -6.4% | +14.1% | -20.6% | -6.4% |
| 3M | +10.6% | +0.3% | +10.3% | +11.0% |
| 6M | +19.9% | +16.1% | +3.8% | +20.0% |
| YTD | +149.4% | +25.5% | +123.9% | +150.7% |
| 1Y | +115.4% | +34.1% | +81.2% | +116.0% |
| 3Y | +357.3% | +45.1% | +312.2% | +355.6% |
| All | +264.6% | +100.7% | +163.9% | +278.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling