+21,908.6%
LLY vs LMT
+13,460.7%
+8,447.9%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.1% | +0.8% |
| 7D | +1.6% | -5.6% | +7.2% | +3.0% |
| 30D | +21.5% | +18.4% | +3.1% | +16.3% |
| 3M | +16.4% | +0.6% | +15.8% | +15.9% |
| 6M | +51.5% | +20.6% | +30.9% | +43.8% |
| YTD | +33.9% | +27.0% | +7.0% | +24.7% |
| 1Y | +49.1% | +36.9% | +12.3% | +36.1% |
| 3Y | +144.6% | +46.9% | +97.8% | +116.6% |
| 5Y | +466.3% | +104.2% | +362.1% | +355.9% |
| 10Y | +2,024.1% | +205.2% | +1,818.9% | +1,429.7% |
| All | +21,908.6% | +13,460.7% | +8,447.9% | +8,528.1% |
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