+1,319.3%
MU vs LMT
+74.9%
+1,244.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.6% |
| 7D | +7.2% | -1.5% | +8.7% | +7.1% |
| 30D | +14.0% | -8.2% | +22.2% | +13.8% |
| 3M | +5.4% | +3.7% | +1.7% | +5.3% |
| 6M | +170.3% | -19.2% | +189.4% | +173.8% |
| YTD | +250.7% | +12.9% | +237.8% | +250.4% |
| 1Y | +662.1% | +19.8% | +642.3% | +661.5% |
| 3Y | +1,341.2% | +37.3% | +1,303.9% | +1,344.7% |
| 5Y | +1,319.3% | +74.4% | +1,245.0% | +1,248.8% |
| All | +1,319.3% | +74.9% | +1,244.4% | +1,248.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling