+21,596.1%
LLY vs LMT
+13,125.0%
+8,471.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.7% | +0.6% | +3.4% |
| 7D | +0.1% | -8.5% | +8.6% | +2.2% |
| 30D | +19.7% | +15.4% | +4.3% | +15.4% |
| 3M | +19.3% | +0.7% | +18.6% | +18.7% |
| 6M | +49.3% | +17.6% | +31.7% | +42.6% |
| YTD | +32.0% | +23.8% | +8.2% | +23.7% |
| 1Y | +53.7% | +31.6% | +22.1% | +41.7% |
| 3Y | +143.7% | +44.0% | +99.7% | +116.8% |
| 5Y | +463.9% | +98.8% | +365.1% | +356.9% |
| 10Y | +2,006.3% | +202.1% | +1,804.2% | +1,421.0% |
| All | +21,596.1% | +13,125.0% | +8,471.0% | +8,458.7% |
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