+190.4%
LMT vs NDAQ
+471.8%
-281.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.3% |
| 7D | +5.1% | +1.3% | +3.8% | +4.7% |
| 30D | +14.1% | +18.0% | -3.8% | +8.1% |
| 3M | +0.3% | +11.5% | -11.2% | -3.4% |
| 6M | +16.1% | +21.1% | -5.0% | +8.3% |
| YTD | +25.5% | +12.8% | +12.7% | +19.2% |
| 1Y | +34.1% | +25.7% | +8.4% | +22.6% |
| 3Y | +45.1% | +116.8% | -71.7% | +5.4% |
| 5Y | +100.9% | +67.3% | +33.7% | +59.3% |
| All | +190.4% | +471.8% | -281.4% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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