+12,961.6%
LMT vs WMB
+5,064.3%
+7,897.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.0% | +2.4% |
| 7D | -5.6% | -6.9% | +1.3% | -4.9% |
| 30D | +18.4% | -7.2% | +25.5% | +19.1% |
| 3M | +0.6% | -5.4% | +6.0% | +1.1% |
| 6M | +20.6% | -4.9% | +25.5% | +21.0% |
| YTD | +27.0% | +14.7% | +12.3% | +25.1% |
| 1Y | +36.9% | +14.7% | +22.1% | +34.8% |
| 3Y | +46.9% | +116.4% | -69.5% | +35.6% |
| 5Y | +104.2% | +198.5% | -94.3% | +82.6% |
| 10Y | +205.2% | +266.3% | -61.1% | +162.8% |
| All | +12,961.6% | +5,064.3% | +7,897.3% | +7,064.4% |
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