+2,880.2%
HPQ vs LMT
+11,692.1%
-8,811.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +4.5% |
| 7D | +1.3% | -1.3% | +2.6% | +1.5% |
| 30D | +8.7% | -12.5% | +21.2% | +12.3% |
| 3M | +31.5% | -0.5% | +31.9% | +30.7% |
| 6M | +76.0% | -20.0% | +96.0% | +85.1% |
| YTD | +49.5% | +10.4% | +39.1% | +43.7% |
| 1Y | +17.3% | +17.7% | -0.5% | +10.5% |
| 3Y | +24.4% | +34.3% | -9.9% | +10.8% |
| 5Y | +37.3% | +71.8% | -34.5% | +12.7% |
| 10Y | +223.0% | +187.0% | +36.0% | +131.5% |
| All | +2,880.2% | +11,692.1% | -8,811.9% | +917.2% |
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