+181.4%
LMT vs DECK
+718.3%
-536.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.5% |
| 7D | -6.3% | -2.2% | -4.0% | -6.1% |
| 30D | -8.5% | -13.6% | +5.1% | -7.6% |
| 3M | +1.8% | -21.2% | +23.1% | +3.4% |
| 6M | -19.9% | -21.1% | +1.1% | -18.8% |
| YTD | +10.6% | -17.2% | +27.8% | +11.5% |
| 1Y | +17.9% | -30.7% | +48.7% | +20.3% |
| 3Y | +27.0% | -3.4% | +30.3% | +22.1% |
| 5Y | +68.7% | +25.5% | +43.1% | +56.8% |
| All | +181.4% | +718.3% | -536.8% | +115.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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