+42.8%
LRCX vs LMT
+26.0%
+16.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.9% | +2.9% | -4.7% |
| 7D | -12.8% | -5.5% | -7.2% | -13.2% |
| 30D | -36.0% | +17.5% | -53.4% | -34.4% |
| 3M | -30.2% | +1.6% | -31.8% | -28.5% |
| 6M | -14.2% | +16.3% | -30.5% | -12.1% |
| YTD | +29.7% | +25.3% | +4.5% | +28.5% |
| 1Y | +42.8% | +25.9% | +16.9% | +39.1% |
| All | +42.8% | +26.0% | +16.8% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 1y: compounded portfolio wealth divided by compounded LMT 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…
1y analysis · Full analysis span regression · 6 months rolling