+11,511.2%
LMT vs DINO
+20,012.7%
-8,501.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +1.7% |
| 7D | -1.5% | +4.2% | -5.7% | -2.0% |
| 30D | -8.2% | +33.9% | -42.1% | -11.4% |
| 3M | +3.7% | +50.5% | -46.8% | -1.4% |
| 6M | -19.2% | +95.2% | -114.3% | -25.8% |
| YTD | +12.9% | +140.6% | -127.7% | +0.8% |
| 1Y | +19.8% | +119.0% | -99.2% | +8.1% |
| 3Y | +37.3% | +100.4% | -63.1% | +23.4% |
| 5Y | +74.4% | +324.6% | -250.2% | +40.3% |
| 10Y | +188.9% | +485.3% | -296.4% | +112.3% |
| All | +11,511.2% | +20,012.7% | -8,501.5% | +6,054.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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