+4,683.6%
CVX vs LMT
+11,710.6%
-7,026.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.2% | -0.9% |
| 7D | +3.3% | -6.3% | +9.6% | +5.3% |
| 30D | +12.9% | -8.5% | +21.4% | +15.7% |
| 3M | +11.7% | +1.8% | +9.9% | +10.6% |
| 6M | +14.1% | -19.9% | +34.1% | +20.9% |
| YTD | +40.7% | +10.6% | +30.1% | +35.1% |
| 1Y | +37.5% | +17.9% | +19.5% | +29.3% |
| 3Y | +43.9% | +27.0% | +17.0% | +30.4% |
| 5Y | +161.5% | +68.7% | +92.8% | +116.2% |
| 10Y | +215.1% | +181.1% | +34.0% | +127.3% |
| All | +4,683.6% | +11,710.6% | -7,026.9% | +1,608.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling