+1,326.2%
LMT vs QLD
+7,369.0%
-6,042.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -2.1% |
| 7D | -11.0% | -10.3% | -0.7% | -9.0% |
| 30D | +13.6% | -26.1% | +39.7% | +20.6% |
| 3M | -2.1% | -17.8% | +15.6% | +1.3% |
| 6M | +11.7% | -15.6% | +27.2% | +13.6% |
| YTD | +19.4% | +5.4% | +14.0% | +14.8% |
| 1Y | +24.1% | +5.2% | +18.8% | +19.0% |
| 3Y | +36.2% | +139.4% | -103.3% | +1.9% |
| 5Y | +90.7% | +66.7% | +24.0% | +46.0% |
| 10Y | +212.5% | +1,422.1% | -1,209.6% | +10.5% |
| All | +1,326.2% | +7,369.0% | -6,042.7% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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