+9,985.7%
LMT vs AZO
+41,812.3%
-31,826.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.3% |
| 7D | -0.5% | -2.9% | +2.4% | 0.0% |
| 30D | -10.8% | -5.3% | -5.5% | -9.9% |
| 3M | +1.6% | -7.3% | +8.9% | +2.8% |
| 6M | -17.6% | -22.7% | +5.1% | -14.1% |
| YTD | +11.6% | -15.0% | +26.6% | +14.2% |
| 1Y | +17.2% | -32.2% | +49.5% | +24.7% |
| 3Y | +35.7% | +10.0% | +25.7% | +31.5% |
| 5Y | +75.2% | +85.8% | -10.6% | +52.9% |
| 10Y | +190.1% | +298.9% | -108.8% | +118.1% |
| All | +9,985.7% | +41,812.3% | -31,826.6% | +4,185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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