+1,055.3%
DELL vs LMT
+73.4%
+981.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.1% | -6.4% | -5.4% |
| 7D | -1.9% | -0.5% | -1.4% | -1.9% |
| 30D | +14.9% | -10.8% | +25.7% | +15.6% |
| 3M | +37.2% | +1.6% | +35.6% | +37.4% |
| 6M | +254.0% | -17.6% | +271.5% | +260.6% |
| YTD | +306.1% | +11.6% | +294.6% | +305.4% |
| 1Y | +312.3% | +17.2% | +295.0% | +310.3% |
| 3Y | +654.0% | +35.7% | +618.3% | +628.5% |
| 5Y | +1,055.3% | +75.2% | +980.1% | +909.4% |
| All | +1,055.3% | +73.4% | +981.9% | +909.4% |
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