+51.2%
JNJ vs LMT
+26.0%
+25.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.9% | +10.7% | +4.8% |
| 7D | +1.9% | -5.5% | +7.5% | +2.6% |
| 30D | +9.2% | +17.5% | -8.2% | +6.0% |
| 3M | +8.9% | +1.6% | +7.3% | +7.9% |
| 6M | +24.6% | +16.3% | +8.3% | +20.7% |
| YTD | +35.7% | +25.3% | +10.4% | +33.2% |
| 1Y | +51.2% | +25.9% | +25.3% | +49.4% |
| All | +51.2% | +26.0% | +25.2% | +49.4% |
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