+1,504.8%
ASML vs LMT
+198.5%
+1,306.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +5.4% |
| 7D | -0.8% | -8.5% | +7.7% | +1.0% |
| 30D | -14.9% | +15.4% | -30.3% | -17.6% |
| 3M | -13.0% | +0.7% | -13.6% | -13.3% |
| 6M | -4.7% | +17.6% | -22.3% | -8.8% |
| YTD | +42.3% | +23.8% | +18.5% | +34.0% |
| 1Y | +49.7% | +31.6% | +18.1% | +38.7% |
| 3Y | +144.3% | +44.0% | +100.3% | +115.1% |
| 5Y | +86.4% | +98.8% | -12.5% | +43.0% |
| 10Y | +1,504.8% | +202.1% | +1,302.7% | +1,014.1% |
| All | +1,504.8% | +198.5% | +1,306.4% | +1,014.1% |
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 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