+179.3%
HOOD vs LMT
+71.0%
+108.2%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.8% |
| 7D | +7.7% | -1.3% | +9.1% | +7.7% |
| 30D | +22.0% | -12.5% | +34.5% | +21.5% |
| 3M | +37.6% | -0.5% | +38.1% | +37.3% |
| 6M | +45.3% | -20.0% | +65.3% | +43.9% |
| YTD | +1.9% | +10.4% | -8.5% | +2.8% |
| 1Y | -2.7% | +17.7% | -20.4% | -1.3% |
| 3Y | +973.4% | +34.3% | +939.1% | +989.6% |
| 5Y | +179.3% | +71.8% | +107.4% | +141.7% |
| All | +179.3% | +71.0% | +108.2% | +141.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling