+11,380.6%
LMT vs BHP
+7,637.4%
+3,743.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.3% | +6.4% | +2.0% |
| 7D | -0.5% | -3.7% | +3.2% | +0.1% |
| 30D | -10.8% | -0.8% | -9.9% | -10.8% |
| 3M | +1.6% | +7.6% | -6.0% | -0.1% |
| 6M | -17.6% | +20.8% | -38.4% | -20.9% |
| YTD | +11.6% | +50.8% | -39.2% | +2.6% |
| 1Y | +17.2% | +70.9% | -53.7% | +5.1% |
| 3Y | +35.7% | +78.0% | -42.3% | +19.0% |
| 5Y | +75.2% | +113.1% | -37.9% | +45.2% |
| 10Y | +190.1% | +483.0% | -293.0% | +93.9% |
| All | +11,380.6% | +7,637.4% | +3,743.2% | +4,831.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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