-0.9%
CCL vs LMT
+71.0%
-72.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.0% |
| 7D | -4.4% | -1.3% | -3.0% | -4.3% |
| 30D | -18.2% | -12.5% | -5.7% | -17.4% |
| 3M | -17.7% | -0.5% | -17.3% | -17.7% |
| 6M | -13.0% | -20.0% | +7.0% | -11.5% |
| YTD | -24.5% | +10.4% | -34.9% | -25.7% |
| 1Y | -26.9% | +17.7% | -44.7% | -28.6% |
| 3Y | +50.8% | +34.3% | +16.5% | +40.7% |
| 5Y | -0.9% | +71.8% | -72.7% | -25.4% |
| All | -0.9% | +71.0% | -72.0% | -25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling