+2.8%
AVGO vs LMT
+33.5%
-30.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.3% | -3.4% | -4.9% |
| 7D | +18.2% | +5.1% | +13.0% | +18.6% |
| 30D | +0.2% | +14.1% | -13.9% | +2.8% |
| 3M | -16.8% | +0.3% | -17.1% | -16.0% |
| 6M | -16.5% | +16.1% | -32.6% | -13.6% |
| YTD | +0.8% | +25.5% | -24.6% | +7.4% |
| 1Y | +2.8% | +34.1% | -31.3% | +11.9% |
| All | +2.8% | +33.5% | -30.7% | +11.9% |
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