+3,118.4%
MMM vs LMT
+13,482.5%
-10,364.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.1% |
| 7D | -0.8% | +4.8% | -5.7% | -2.1% |
| 30D | +14.4% | +19.9% | -5.4% | +8.4% |
| 3M | +1.8% | +0.2% | +1.6% | +1.2% |
| 6M | +31.3% | +17.4% | +13.9% | +24.3% |
| YTD | +18.0% | +27.2% | -9.2% | +8.6% |
| 1Y | +10.9% | +35.6% | -24.7% | +0.1% |
| 3Y | +160.6% | +47.1% | +113.5% | +127.4% |
| 5Y | +44.5% | +103.7% | -59.2% | +13.2% |
| 10Y | +75.9% | +203.5% | -127.6% | +23.2% |
| All | +3,118.4% | +13,482.5% | -10,364.1% | +1,012.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling