+2,648.8%
LMT vs AXON
+101,343.3%
-98,694.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.2% | +2.7% | -1.1% |
| 7D | -6.3% | -14.2% | +7.9% | -5.2% |
| 30D | -8.5% | -15.4% | +6.9% | -7.6% |
| 3M | +1.8% | +0.5% | +1.3% | +1.3% |
| 6M | -19.9% | -9.5% | -10.4% | -20.0% |
| YTD | +10.6% | -9.2% | +19.8% | +10.1% |
| 1Y | +17.9% | -29.4% | +47.3% | +19.5% |
| 3Y | +27.0% | +139.4% | -112.5% | +15.0% |
| 5Y | +68.7% | +178.9% | -110.2% | +48.5% |
| 10Y | +181.1% | +1,840.8% | -1,659.7% | +103.7% |
| All | +2,648.8% | +101,343.3% | -98,694.6% | +1,474.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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