+47.0%
CVX vs LMT
+26.0%
+21.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.9% | +3.2% | -2.7% |
| 7D | -5.3% | -5.5% | +0.2% | -4.6% |
| 30D | +5.1% | +17.5% | -12.4% | +3.2% |
| 3M | +14.9% | +1.6% | +13.4% | +14.6% |
| 6M | +14.9% | +16.3% | -1.4% | +12.7% |
| YTD | +46.3% | +25.3% | +21.1% | +38.3% |
| 1Y | +47.0% | +25.9% | +21.2% | +39.5% |
| All | +47.0% | +26.0% | +21.0% | +39.5% |
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