+46.6%
ASML vs LMT
+32.3%
+14.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +6.0% |
| 7D | -0.8% | -8.5% | +7.7% | -0.8% |
| 30D | -14.9% | +15.4% | -30.3% | -14.6% |
| 3M | -13.0% | +0.7% | -13.6% | -12.0% |
| 6M | -4.7% | +17.6% | -22.3% | -5.2% |
| YTD | +42.3% | +23.8% | +18.5% | +33.7% |
| All | +46.6% | +32.3% | +14.2% | +39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling