+2,600.4%
LMT vs ZBH
+274.1%
+2,326.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.3% |
| 7D | -1.3% | -4.9% | +3.6% | -0.2% |
| 30D | -12.5% | -3.2% | -9.3% | -11.9% |
| 3M | -0.5% | +5.8% | -6.3% | -2.2% |
| 6M | -20.0% | +2.0% | -22.0% | -20.9% |
| YTD | +10.4% | +5.8% | +4.6% | +8.0% |
| 1Y | +17.7% | -7.9% | +25.7% | +18.6% |
| 3Y | +34.3% | -19.4% | +53.6% | +37.9% |
| 5Y | +71.8% | -29.5% | +101.3% | +79.2% |
| 10Y | +187.0% | -15.5% | +202.5% | +174.2% |
| All | +2,600.4% | +274.1% | +2,326.3% | +1,753.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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