+6,524.1%
AXP vs LMT
+12,650.4%
-6,126.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.7% |
| 7D | +0.6% | -11.0% | +11.6% | +4.7% |
| 30D | +5.8% | +13.6% | -7.8% | +0.6% |
| 3M | -6.0% | -2.1% | -3.9% | -5.9% |
| 6M | +0.3% | +11.7% | -11.4% | -4.9% |
| YTD | -12.3% | +19.4% | -31.6% | -19.7% |
| 1Y | -11.2% | +24.1% | -35.3% | -20.1% |
| 3Y | +117.0% | +36.2% | +80.9% | +84.6% |
| 5Y | +93.2% | +90.7% | +2.4% | +41.8% |
| 10Y | +461.2% | +212.5% | +248.7% | +245.8% |
| All | +6,524.1% | +12,650.4% | -6,126.3% | +1,342.2% |
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