+262,336.6%
AMZN vs LMT
+2,351.6%
+259,985.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.1% |
| 7D | +0.8% | -1.5% | +2.3% | +1.2% |
| 30D | -6.4% | -8.2% | +1.9% | -4.4% |
| 3M | +4.8% | +3.7% | +1.1% | +3.3% |
| 6M | +20.5% | -19.2% | +39.7% | +26.3% |
| YTD | +11.3% | +12.9% | -1.5% | +6.6% |
| 1Y | +9.0% | +19.8% | -10.8% | +2.4% |
| 3Y | +85.9% | +37.3% | +48.6% | +65.4% |
| 5Y | +45.8% | +74.4% | -28.6% | +19.2% |
| 10Y | +555.5% | +188.9% | +366.6% | +352.9% |
| All | +262,336.6% | +2,351.6% | +259,985.0% | +134,574.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling