+600,899.8%
NVDA vs LMT
+2,758.3%
+598,141.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.1% | -4.1% | -2.6% |
| 7D | +3.8% | -1.5% | +5.3% | +4.2% |
| 30D | +0.8% | -8.2% | +9.0% | +3.0% |
| 3M | +8.2% | +3.7% | +4.5% | +6.4% |
| 6M | +27.1% | -19.2% | +46.3% | +33.7% |
| YTD | +21.2% | +12.9% | +8.3% | +15.6% |
| 1Y | +34.3% | +19.8% | +14.5% | +25.6% |
| 3Y | +396.3% | +37.3% | +359.0% | +332.6% |
| 5Y | +913.8% | +74.4% | +839.4% | +700.4% |
| 10Y | +14,572.5% | +188.9% | +14,383.6% | +9,888.2% |
| All | +600,899.8% | +2,758.3% | +598,141.5% | +362,984.7% |
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