+102.3%
INTC vs LMT
+73.4%
+28.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -5.6% |
| 7D | +9.4% | -0.5% | +10.0% | +9.4% |
| 30D | +2.7% | -10.8% | +13.4% | +3.1% |
| 3M | -6.3% | +1.6% | -7.9% | -6.5% |
| 6M | +114.5% | -17.6% | +132.0% | +120.5% |
| YTD | +171.9% | +11.6% | +160.3% | +168.4% |
| 1Y | +305.0% | +17.2% | +287.8% | +296.8% |
| 3Y | +168.3% | +35.7% | +132.6% | +154.0% |
| 5Y | +102.3% | +75.2% | +27.1% | +70.6% |
| All | +102.3% | +73.4% | +28.9% | +70.6% |
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 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