+21.9%
CCL vs LMT
+26.0%
-4.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -6.9% | +14.1% | +6.8% |
| 7D | +11.6% | -5.5% | +17.1% | +11.2% |
| 30D | +22.5% | +17.5% | +5.1% | +22.6% |
| 3M | +6.4% | +1.6% | +4.8% | +6.8% |
| 6M | +23.4% | +16.3% | +7.1% | +23.8% |
| YTD | +4.2% | +25.3% | -21.1% | -2.8% |
| 1Y | +21.9% | +25.9% | -4.0% | +12.3% |
| All | +21.9% | +26.0% | -4.1% | +12.3% |
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