+107.6%
LMT vs NDAQ
+69.3%
+38.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.2% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | +19.2% | +16.3% | +2.9% | +16.5% |
| 3M | +2.7% | +15.8% | -13.1% | +0.4% |
| 6M | +20.6% | +24.8% | -4.2% | +16.5% |
| YTD | +28.4% | +14.1% | +14.3% | +25.6% |
| 1Y | +36.9% | +26.5% | +10.4% | +31.7% |
| 3Y | +48.5% | +119.1% | -70.6% | +29.9% |
| 5Y | +107.6% | +70.9% | +36.7% | +82.3% |
| All | +107.6% | +69.3% | +38.3% | +82.3% |
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