+355.8%
CIEN vs LMT
+100.7%
+255.1%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.3% | -3.2% | -4.5% |
| 7D | +15.3% | +5.1% | +10.2% | +14.8% |
| 30D | -22.0% | +14.1% | -36.1% | -22.4% |
| 3M | -36.6% | +0.3% | -36.9% | -36.3% |
| 6M | -51.5% | +16.1% | -67.6% | -51.9% |
| YTD | +20.0% | +25.5% | -5.5% | +18.0% |
| 1Y | +44.5% | +34.1% | +10.3% | +40.8% |
| 3Y | +539.0% | +45.1% | +494.0% | +504.4% |
| All | +355.8% | +100.7% | +255.1% | +305.1% |
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