+71.8%
LMT vs NDAQ
+52.5%
+19.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -1.3% | -1.6% | +0.2% | -1.1% |
| 30D | -12.5% | -1.5% | -11.0% | -12.3% |
| 3M | -0.5% | +8.0% | -8.5% | -1.7% |
| 6M | -20.0% | +7.7% | -27.8% | -21.1% |
| YTD | +10.4% | -2.3% | +12.7% | +10.5% |
| 1Y | +17.7% | +0.6% | +17.2% | +17.2% |
| 3Y | +34.3% | +90.9% | -56.6% | +19.6% |
| 5Y | +71.8% | +52.5% | +19.4% | +54.1% |
| All | +71.8% | +52.5% | +19.3% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling