+43.3%
DIS vs LMT
+35.1%
+8.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | +5.2% | -11.0% | +16.2% | +5.6% |
| 30D | +11.5% | +13.6% | -2.1% | +10.5% |
| 3M | +11.5% | -2.1% | +13.6% | +11.2% |
| 6M | +8.9% | +11.7% | -2.8% | +7.8% |
| YTD | +3.4% | +19.4% | -16.0% | +1.6% |
| 1Y | +7.2% | +24.1% | -16.9% | +5.0% |
| 3Y | +43.3% | +36.2% | +7.2% | +39.3% |
| All | +43.3% | +35.1% | +8.3% | +39.3% |
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