+100.1%
LMT vs DECK
+27.7%
+72.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.0% | -12.8% | -6.9% |
| 7D | -5.5% | +10.4% | -15.9% | -5.5% |
| 30D | +17.5% | +11.1% | +6.4% | +17.5% |
| 3M | +1.6% | -10.8% | +12.4% | +1.6% |
| 6M | +16.3% | -8.7% | +25.1% | +16.3% |
| YTD | +25.3% | -14.0% | +39.3% | +25.3% |
| 1Y | +25.9% | +12.0% | +13.8% | +26.2% |
| 3Y | +42.2% | -10.5% | +52.6% | +42.2% |
| All | +100.1% | +27.7% | +72.4% | +106.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling