+75.2%
LMT vs QID
-80.2%
+155.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.1% |
| 7D | -0.5% | +2.7% | -3.3% | -0.5% |
| 30D | -10.8% | +3.3% | -14.1% | -10.7% |
| 3M | +1.6% | -5.5% | +7.1% | +1.4% |
| 6M | -17.6% | -28.4% | +10.8% | -18.6% |
| YTD | +11.6% | -26.6% | +38.1% | +10.3% |
| 1Y | +17.2% | -34.1% | +51.4% | +15.4% |
| 3Y | +35.7% | -73.7% | +109.4% | +27.9% |
| 5Y | +75.2% | -80.7% | +155.9% | +59.4% |
| All | +75.2% | -80.2% | +155.4% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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