+1,360.6%
LMT vs NDAQ
+2,327.9%
-967.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -1.1% |
| 7D | -6.3% | -2.4% | -3.8% | -5.8% |
| 30D | -8.5% | +2.5% | -10.9% | -8.9% |
| 3M | +1.8% | +9.9% | -8.1% | -0.3% |
| 6M | -19.9% | +9.4% | -29.4% | -21.6% |
| YTD | +10.6% | +0.4% | +10.2% | +9.8% |
| 1Y | +17.9% | +4.0% | +13.9% | +16.1% |
| 3Y | +27.0% | +94.4% | -67.4% | +9.7% |
| 5Y | +68.7% | +56.7% | +11.9% | +50.3% |
| 10Y | +181.1% | +375.3% | -194.2% | +102.5% |
| All | +1,360.6% | +2,327.9% | -967.3% | +819.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling