+5.3%
MDLZ vs LMT
+47.1%
-41.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.4% | -0.2% |
| 7D | +2.2% | -5.6% | +7.8% | +2.9% |
| 30D | +10.1% | +18.4% | -8.2% | +7.2% |
| 3M | +9.1% | +0.6% | +8.5% | +8.5% |
| 6M | +10.0% | +20.6% | -10.6% | +6.2% |
| YTD | +26.8% | +27.0% | -0.1% | +20.7% |
| 1Y | +22.5% | +36.9% | -14.4% | +15.0% |
| 3Y | +5.3% | +46.9% | -41.6% | -8.7% |
| All | +5.3% | +47.1% | -41.9% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling