+48.5%
AMZN vs LMT
+72.2%
-23.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.1% | +2.0% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | -3.9% | -13.1% | +9.1% | -3.6% |
| 3M | +6.3% | -3.9% | +10.2% | +6.6% |
| 6M | +20.8% | -18.3% | +39.0% | +21.8% |
| YTD | +11.2% | +10.3% | +0.9% | +10.4% |
| 1Y | +11.7% | +14.2% | -2.6% | +10.6% |
| 3Y | +79.4% | +35.0% | +44.5% | +73.1% |
| All | +48.5% | +72.2% | -23.7% | +32.0% |
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 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