+25.9%
LMT vs IDXX
-2.6%
+28.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.9% | -10.8% | -7.2% |
| 7D | -5.5% | +24.1% | -29.6% | -7.4% |
| 30D | +17.5% | +32.5% | -15.1% | +14.5% |
| 3M | +1.6% | +18.8% | -17.2% | -0.4% |
| 6M | +16.3% | +24.0% | -7.7% | +13.6% |
| YTD | +25.3% | +3.3% | +22.0% | +20.5% |
| 1Y | +25.9% | -3.3% | +29.1% | +20.1% |
| All | +25.9% | -2.6% | +28.5% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 1y: compounded portfolio wealth divided by compounded IDXX 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…
1y analysis · Full analysis span regression · 6 months rolling