+667.4%
NFLX vs LMT
+191.8%
+475.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | -8.1% | -0.5% | -7.5% | -8.0% |
| 30D | +1.6% | -10.8% | +12.4% | +4.1% |
| 3M | -7.3% | +1.6% | -8.9% | -8.0% |
| 6M | -21.6% | -17.6% | -4.0% | -18.5% |
| YTD | -18.9% | +11.6% | -30.5% | -21.5% |
| 1Y | -39.1% | +17.2% | -56.3% | -41.8% |
| 3Y | +71.7% | +35.7% | +35.9% | +54.5% |
| 5Y | +27.0% | +75.2% | -48.2% | +2.9% |
| All | +667.4% | +191.8% | +475.5% | +469.2% |
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