+13,111.6%
LMT vs WMB
+5,176.1%
+7,935.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.0% | +0.9% |
| 7D | +2.5% | +1.6% | +1.0% | +2.4% |
| 30D | +19.2% | -7.1% | +26.3% | +19.9% |
| 3M | +2.7% | -4.0% | +6.7% | +3.0% |
| 6M | +20.6% | -5.7% | +26.3% | +21.1% |
| YTD | +28.4% | +17.2% | +11.2% | +26.3% |
| 1Y | +36.9% | +17.2% | +19.7% | +34.6% |
| 3Y | +48.5% | +121.1% | -72.5% | +36.9% |
| 5Y | +107.6% | +197.2% | -89.6% | +85.8% |
| 10Y | +206.5% | +280.9% | -74.4% | +162.9% |
| All | +13,111.6% | +5,176.1% | +7,935.6% | +7,132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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