-3.7%
MDLZ vs LMT
+36.2%
-39.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.3% |
| 7D | 0.0% | -1.5% | +1.6% | +0.2% |
| 30D | -1.6% | -8.2% | +6.7% | -0.5% |
| 3M | +0.9% | +3.7% | -2.8% | 0.0% |
| 6M | +7.3% | -19.2% | +26.5% | +10.8% |
| YTD | +16.4% | +12.9% | +3.6% | +13.2% |
| 1Y | +3.0% | +19.8% | -16.8% | -1.0% |
| 3Y | -3.7% | +37.3% | -41.0% | -11.5% |
| All | -3.7% | +36.2% | -39.9% | -11.5% |
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