+4,224.1%
KO vs LMT
+11,819.4%
-7,595.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | +1.6% | -10.8% | +12.3% | +4.2% |
| 3M | +5.8% | +1.6% | +4.2% | +4.9% |
| 6M | +14.3% | -17.6% | +31.8% | +18.8% |
| YTD | +27.3% | +11.6% | +15.7% | +22.9% |
| 1Y | +33.2% | +17.2% | +15.9% | +26.8% |
| 3Y | +64.5% | +35.7% | +28.7% | +49.7% |
| 5Y | +83.1% | +75.2% | +7.9% | +55.2% |
| 10Y | +183.9% | +190.1% | -6.2% | +114.6% |
| All | +4,224.1% | +11,819.4% | -7,595.3% | +1,419.7% |
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 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