+11,380.6%
LMT vs BBY
+73,762.8%
-62,382.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.1% |
| 7D | -0.5% | +0.7% | -1.2% | -0.6% |
| 30D | -10.8% | +5.8% | -16.5% | -11.2% |
| 3M | +1.6% | +18.0% | -16.4% | +0.1% |
| 6M | -17.6% | +39.8% | -57.4% | -20.0% |
| YTD | +11.6% | +35.4% | -23.8% | +8.5% |
| 1Y | +17.2% | +21.4% | -4.2% | +14.8% |
| 3Y | +35.7% | +39.5% | -3.8% | +29.9% |
| 5Y | +75.2% | -0.5% | +75.7% | +70.4% |
| 10Y | +190.1% | +240.0% | -50.0% | +154.1% |
| All | +11,380.6% | +73,762.8% | -62,382.2% | +8,179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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