+84,752.5%
MU vs LMT
+13,616.5%
+71,135.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.1% | +10.7% | +11.5% |
| 7D | +2.0% | +2.5% | -0.5% | +1.4% |
| 30D | -18.0% | +19.2% | -37.1% | -22.7% |
| 3M | -6.6% | +2.7% | -9.3% | -8.0% |
| 6M | +2.0% | +20.6% | -18.6% | -5.9% |
| YTD | +184.5% | +28.4% | +156.1% | +155.5% |
| 1Y | +236.9% | +36.9% | +199.9% | +195.6% |
| 3Y | +987.0% | +48.5% | +938.4% | +805.8% |
| 5Y | +1,014.6% | +107.6% | +907.0% | +697.8% |
| 10Y | +4,609.2% | +206.5% | +4,402.7% | +2,819.1% |
| All | +84,752.5% | +13,616.5% | +71,135.9% | +21,209.9% |
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