+4,681.2%
DELL vs LMT
+168.2%
+4,513.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +1.8% |
| 7D | +14.9% | -6.3% | +21.1% | +16.7% |
| 30D | +13.3% | -8.5% | +21.8% | +15.7% |
| 3M | +24.4% | +1.8% | +22.6% | +23.3% |
| 6M | +258.0% | -19.9% | +277.9% | +277.7% |
| YTD | +320.2% | +10.6% | +309.6% | +305.3% |
| 1Y | +319.1% | +17.9% | +301.1% | +296.5% |
| 3Y | +706.5% | +27.0% | +679.6% | +623.8% |
| 5Y | +1,071.9% | +68.7% | +1,003.2% | +819.1% |
| 10Y | +4,683.5% | +181.1% | +4,502.4% | +3,412.3% |
| All | +4,681.2% | +168.2% | +4,513.0% | +3,393.6% |
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 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