+34,054.1%
HD vs LMT
+13,460.7%
+20,593.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.4% |
| 7D | +5.2% | -5.6% | +10.8% | +6.7% |
| 30D | +20.7% | +18.4% | +2.4% | +14.6% |
| 3M | +0.8% | +0.6% | +0.2% | +0.1% |
| 6M | +12.2% | +20.6% | -8.4% | +5.2% |
| YTD | +4.2% | +27.0% | -22.7% | -4.4% |
| 1Y | -2.6% | +36.9% | -39.4% | -12.7% |
| 3Y | +30.0% | +46.9% | -16.8% | +12.2% |
| 5Y | +8.1% | +104.2% | -96.1% | -17.0% |
| 10Y | +247.2% | +205.2% | +41.9% | +135.1% |
| All | +34,054.1% | +13,460.7% | +20,593.4% | +8,446.8% |
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