+76.4%
AMZN vs LMT
+34.6%
+41.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.8% |
| 7D | -1.0% | -1.3% | +0.3% | -1.0% |
| 30D | -9.2% | -12.5% | +3.3% | -9.6% |
| 3M | +3.4% | -0.5% | +3.8% | +3.7% |
| 6M | +18.2% | -20.0% | +38.2% | +18.0% |
| YTD | +9.3% | +10.4% | -1.0% | +9.5% |
| 1Y | +5.9% | +17.7% | -11.8% | +6.1% |
| All | +76.4% | +34.6% | +41.8% | +74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling