+70.7%
NFLX vs LMT
+34.6%
+36.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.9% |
| 7D | -8.1% | -1.3% | -6.8% | -8.1% |
| 30D | -0.3% | -12.5% | +12.2% | +0.1% |
| 3M | -6.6% | -0.5% | -6.2% | -6.7% |
| 6M | -22.7% | -20.0% | -2.6% | -23.1% |
| YTD | -18.9% | +10.4% | -29.3% | -18.3% |
| 1Y | -39.8% | +17.7% | -57.5% | -39.2% |
| All | +70.7% | +34.6% | +36.2% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling