+6,007.2%
LMT vs WWD
+15,408.5%
-9,401.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | -6.3% | +1.3% | -7.6% | -6.5% |
| 30D | -8.5% | -7.2% | -1.3% | -7.3% |
| 3M | +1.8% | -3.8% | +5.7% | +2.3% |
| 6M | -19.9% | -9.9% | -10.0% | -18.9% |
| YTD | +10.6% | +14.8% | -4.2% | +6.9% |
| 1Y | +17.9% | +42.1% | -24.1% | +9.3% |
| 3Y | +27.0% | +170.8% | -143.8% | +2.7% |
| 5Y | +68.7% | +197.5% | -128.8% | +32.0% |
| 10Y | +181.1% | +477.8% | -296.7% | +88.1% |
| All | +6,007.2% | +15,408.5% | -9,401.3% | +2,469.7% |
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