+76,578.9%
MU vs LMT
+13,125.0%
+63,453.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.7% | +2.5% | +5.0% |
| 7D | -12.0% | -8.5% | -3.5% | -9.2% |
| 30D | -28.7% | +15.4% | -44.2% | -32.2% |
| 3M | -16.4% | +0.7% | -17.1% | -17.2% |
| 6M | -1.8% | +17.6% | -19.4% | -8.7% |
| YTD | +157.1% | +23.8% | +133.3% | +133.7% |
| 1Y | +208.5% | +31.6% | +176.9% | +174.1% |
| 3Y | +906.2% | +44.0% | +862.2% | +747.0% |
| 5Y | +893.4% | +98.8% | +794.6% | +621.5% |
| 10Y | +4,271.9% | +202.1% | +4,069.7% | +2,621.6% |
| All | +76,578.9% | +13,125.0% | +63,453.8% | +19,389.0% |
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