+433,968.7%
NVDA vs LMT
+3,077.6%
+430,891.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.7% |
| 7D | -12.7% | +5.1% | -17.9% | -14.0% |
| 30D | -26.4% | +14.1% | -40.5% | -29.2% |
| 3M | -27.6% | +0.3% | -27.9% | -28.1% |
| 6M | -27.7% | +16.1% | -43.8% | -31.4% |
| YTD | -12.5% | +25.5% | -37.9% | -19.2% |
| 1Y | -12.6% | +34.1% | -46.8% | -21.0% |
| 3Y | +235.9% | +45.1% | +190.9% | +188.7% |
| 5Y | +438.2% | +100.9% | +337.3% | +308.7% |
| 10Y | +7,445.8% | +199.4% | +7,246.4% | +4,968.2% |
| All | +433,968.7% | +3,077.6% | +430,891.1% | +253,607.5% |
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