+208.6%
LMT vs DOC
+15.7%
+192.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | -11.0% | +6.5% | -17.4% | -12.3% |
| 30D | +13.6% | +9.2% | +4.4% | +11.2% |
| 3M | -2.1% | -2.5% | +0.4% | -1.7% |
| 6M | +11.7% | +7.1% | +4.6% | +9.4% |
| YTD | +19.4% | +33.0% | -13.6% | +10.2% |
| 1Y | +24.1% | +23.3% | +0.8% | +16.6% |
| 3Y | +36.2% | +44.9% | -8.8% | +20.4% |
| 5Y | +90.7% | -21.6% | +112.3% | +97.9% |
| All | +208.6% | +15.7% | +192.9% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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