+2,058.7%
NXPI vs LMT
+1,218.5%
+840.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.4% |
| 7D | +6.8% | +5.1% | +1.7% | +4.9% |
| 30D | +20.0% | +14.1% | +5.9% | +14.2% |
| 3M | +14.8% | +0.3% | +14.5% | +14.1% |
| 6M | -10.5% | +16.1% | -26.6% | -16.4% |
| YTD | +23.7% | +25.5% | -1.7% | +10.5% |
| 1Y | +34.1% | +34.1% | -0.1% | +16.3% |
| 3Y | +51.2% | +45.1% | +6.2% | +21.7% |
| 5Y | +33.4% | +100.9% | -67.5% | -13.4% |
| 10Y | +209.2% | +199.4% | +9.8% | +43.6% |
| All | +2,058.7% | +1,218.5% | +840.3% | +157.1% |
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