+194.3%
LMT vs AMC
-98.8%
+293.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -1.0% |
| 7D | +4.8% | +8.4% | -3.6% | +4.8% |
| 30D | +19.9% | +9.2% | +10.7% | +19.7% |
| 3M | +0.2% | +32.0% | -31.8% | -0.2% |
| 6M | +17.4% | +149.3% | -131.8% | +15.9% |
| YTD | +27.2% | +114.1% | -86.9% | +25.6% |
| 1Y | +35.6% | +35.8% | -0.2% | +34.6% |
| 3Y | +47.1% | -58.3% | +105.4% | +46.9% |
| 5Y | +103.7% | -99.2% | +202.8% | +109.4% |
| All | +194.3% | -98.8% | +293.1% | +183.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling