+143.3%
DELL vs LMT
+26.0%
+117.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.9% | -1.9% | -9.4% |
| 7D | -24.6% | -5.5% | -19.1% | -24.9% |
| 30D | -32.5% | +17.5% | -49.9% | -30.7% |
| 3M | -20.2% | +1.6% | -21.8% | -17.9% |
| 6M | +76.5% | +16.3% | +60.2% | +83.0% |
| YTD | +198.9% | +25.3% | +173.7% | +216.0% |
| 1Y | +143.3% | +25.9% | +117.5% | +153.6% |
| All | +143.3% | +26.0% | +117.3% | +153.6% |
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