+4,277.4%
MU vs LMT
+205.0%
+4,072.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.8% |
| 7D | -15.2% | -5.6% | -9.6% | -13.6% |
| 30D | -29.5% | +18.4% | -47.9% | -32.9% |
| 3M | -15.8% | +0.6% | -16.4% | -16.2% |
| 6M | -2.9% | +20.6% | -23.5% | -9.8% |
| YTD | +154.2% | +27.0% | +127.3% | +130.5% |
| 1Y | +186.6% | +36.9% | +149.7% | +152.5% |
| 3Y | +871.5% | +46.9% | +824.6% | +706.9% |
| 5Y | +911.7% | +104.2% | +807.5% | +571.1% |
| 10Y | +4,277.4% | +205.2% | +4,072.1% | +2,514.8% |
| All | +4,277.4% | +205.0% | +4,072.4% | +2,514.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling