+202.1%
LMT vs AMC
-98.6%
+300.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.3% | -4.6% | +3.6% |
| 7D | -8.5% | +6.6% | -15.1% | -8.6% |
| 30D | +15.4% | +14.1% | +1.3% | +15.2% |
| 3M | +0.7% | +31.3% | -30.6% | +0.3% |
| 6M | +17.6% | +126.7% | -109.1% | +16.2% |
| YTD | +23.8% | +117.9% | -94.1% | +22.3% |
| 1Y | +31.6% | +41.1% | -9.4% | +30.6% |
| 3Y | +44.0% | -61.0% | +105.0% | +43.9% |
| 5Y | +98.8% | -99.1% | +198.0% | +104.4% |
| 10Y | +202.1% | -98.7% | +300.8% | +192.3% |
| All | +202.1% | -98.6% | +300.8% | +192.3% |
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