+1,847.6%
LMT vs PWR
+8,583.6%
-6,736.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.5% |
| 7D | -6.3% | +3.6% | -9.9% | -6.6% |
| 30D | -8.5% | -8.6% | +0.1% | -7.8% |
| 3M | +1.8% | -13.2% | +15.0% | +2.8% |
| 6M | -19.9% | +9.9% | -29.8% | -21.2% |
| YTD | +10.6% | +48.0% | -37.5% | +5.7% |
| 1Y | +17.9% | +66.2% | -48.2% | +11.4% |
| 3Y | +27.0% | +195.1% | -168.2% | +12.0% |
| 5Y | +68.7% | +442.6% | -373.9% | +39.2% |
| 10Y | +181.1% | +2,334.2% | -2,153.2% | +100.7% |
| All | +1,847.6% | +8,583.6% | -6,736.0% | +1,212.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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