+6,738.7%
LMT vs WWD
+14,812.3%
-8,073.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.9% | -1.2% | +2.8% |
| 7D | -8.5% | +4.2% | -12.7% | -9.2% |
| 30D | +15.4% | -0.8% | +16.2% | +15.4% |
| 3M | +0.7% | -8.2% | +8.8% | +1.9% |
| 6M | +17.6% | -9.8% | +27.5% | +19.2% |
| YTD | +23.8% | +10.4% | +13.4% | +20.3% |
| 1Y | +31.6% | +25.5% | +6.2% | +24.6% |
| 3Y | +44.0% | +155.8% | -111.8% | +17.5% |
| 5Y | +98.8% | +187.3% | -88.5% | +56.2% |
| 10Y | +202.1% | +462.7% | -260.6% | +102.8% |
| All | +6,738.7% | +14,812.3% | -8,073.7% | +2,790.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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