+9,503.6%
LMT vs IDXX
+53,734.7%
-44,231.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.1% |
| 7D | -0.2% | -5.7% | +5.5% | +0.4% |
| 30D | -13.1% | -11.5% | -1.5% | -12.0% |
| 3M | -3.9% | -9.5% | +5.7% | -3.0% |
| 6M | -18.3% | -16.0% | -2.3% | -17.0% |
| YTD | +10.3% | -25.4% | +35.7% | +13.2% |
| 1Y | +14.2% | -21.8% | +36.0% | +16.4% |
| 3Y | +35.0% | +7.0% | +27.9% | +31.5% |
| 5Y | +73.2% | -26.0% | +99.2% | +73.0% |
| 10Y | +186.8% | +358.9% | -172.1% | +135.6% |
| All | +9,503.6% | +53,734.7% | -44,231.0% | +6,410.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling