+170.6%
CVX vs LMT
+73.4%
+97.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.8% |
| 7D | +0.7% | -0.5% | +1.2% | +0.8% |
| 30D | +9.1% | -10.8% | +19.9% | +12.3% |
| 3M | +13.1% | +1.6% | +11.5% | +12.1% |
| 6M | +16.3% | -17.6% | +33.8% | +22.1% |
| YTD | +43.5% | +11.6% | +31.9% | +36.9% |
| 1Y | +40.2% | +17.2% | +22.9% | +31.5% |
| 3Y | +44.2% | +35.7% | +8.5% | +24.3% |
| 5Y | +170.6% | +75.2% | +95.4% | +95.9% |
| All | +170.6% | +73.4% | +97.2% | +95.9% |
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