+1,663.1%
DIS vs LMT
+13,125.0%
-11,461.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.7% | +1.1% |
| 7D | +5.3% | -8.5% | +13.9% | +7.6% |
| 30D | +10.2% | +15.4% | -5.2% | +5.9% |
| 3M | +13.5% | +0.7% | +12.9% | +12.8% |
| 6M | +11.1% | +17.6% | -6.5% | +5.6% |
| YTD | +5.5% | +23.8% | -18.3% | -1.6% |
| 1Y | +9.1% | +31.6% | -22.5% | 0.0% |
| 3Y | +36.0% | +44.0% | -8.0% | +19.8% |
| 5Y | -29.8% | +98.8% | -128.7% | -44.1% |
| 10Y | +36.6% | +202.1% | -165.5% | -2.9% |
| All | +1,663.1% | +13,125.0% | -11,461.9% | +516.0% |
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 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