+185.8%
LMT vs NDAQ
+368.2%
-182.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.9% |
| 7D | -0.2% | -5.6% | +5.3% | +1.6% |
| 30D | -13.1% | -4.4% | -8.7% | -11.9% |
| 3M | -3.9% | +5.9% | -9.7% | -6.1% |
| 6M | -18.3% | +7.7% | -26.0% | -20.9% |
| YTD | +10.3% | -5.2% | +15.5% | +11.1% |
| 1Y | +14.2% | -3.4% | +17.6% | +14.0% |
| 3Y | +35.0% | +85.6% | -50.6% | +3.0% |
| 5Y | +73.2% | +49.5% | +23.8% | +40.7% |
| All | +185.8% | +368.2% | -182.4% | +40.1% |
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