+724.9%
DELL vs LMT
+34.5%
+690.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.1% | +13.1% | +11.9% |
| 7D | +8.2% | -0.2% | +8.4% | +8.2% |
| 30D | +17.1% | -13.1% | +30.2% | +16.3% |
| 3M | +45.2% | -3.9% | +49.0% | +45.9% |
| 6M | +286.8% | -18.3% | +305.0% | +287.9% |
| YTD | +354.8% | +10.3% | +344.4% | +366.7% |
| 1Y | +358.3% | +14.2% | +344.0% | +372.4% |
| 3Y | +724.9% | +35.0% | +689.9% | +827.3% |
| All | +724.9% | +34.5% | +690.4% | +827.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling