+4,770.1%
DELL vs LMT
+173.8%
+4,596.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.4% |
| 7D | +25.6% | -1.5% | +27.2% | +26.0% |
| 30D | +17.7% | -8.2% | +25.9% | +20.1% |
| 3M | +33.4% | +3.7% | +29.7% | +31.7% |
| 6M | +266.2% | -19.2% | +285.4% | +285.6% |
| YTD | +328.0% | +12.9% | +315.1% | +310.8% |
| 1Y | +339.6% | +19.8% | +319.8% | +314.4% |
| 3Y | +694.6% | +37.3% | +657.3% | +595.4% |
| 5Y | +1,122.0% | +74.4% | +1,047.6% | +848.5% |
| 10Y | +4,062.5% | +188.9% | +3,873.6% | +2,943.6% |
| All | +4,770.1% | +173.8% | +4,596.3% | +3,441.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling