+44.5%
GOOG vs LMT
+19.5%
+25.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -1.2% |
| 7D | -2.2% | -6.3% | +4.1% | -2.4% |
| 30D | -6.9% | -8.5% | +1.6% | -7.1% |
| 3M | -9.1% | +1.8% | -11.0% | -8.5% |
| 6M | +10.6% | -19.9% | +30.6% | +10.9% |
| YTD | +7.0% | +10.6% | -3.6% | +9.4% |
| 1Y | +44.5% | +17.9% | +26.6% | +55.6% |
| All | +44.5% | +19.5% | +25.0% | +55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling