+9,455.2%
LMT vs ZBRA
+8,767.1%
+688.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.0% |
| 7D | -1.3% | -1.8% | +0.5% | -1.2% |
| 30D | -12.5% | -8.8% | -3.7% | -11.7% |
| 3M | -0.5% | +47.2% | -47.7% | -5.0% |
| 6M | -20.0% | +61.3% | -81.3% | -24.6% |
| YTD | +10.4% | +42.0% | -31.6% | +5.3% |
| 1Y | +17.7% | +10.5% | +7.2% | +15.0% |
| 3Y | +34.3% | +34.5% | -0.2% | +26.1% |
| 5Y | +71.8% | -40.3% | +112.1% | +73.4% |
| 10Y | +187.0% | +421.5% | -234.5% | +125.8% |
| All | +9,455.2% | +8,767.1% | +688.2% | +5,868.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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