-28.0%
ORCL vs LMT
+19.5%
-47.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.1% |
| 7D | +5.3% | -6.3% | +11.5% | +5.2% |
| 30D | +10.0% | -8.5% | +18.5% | +9.9% |
| 3M | -32.6% | +1.8% | -34.4% | -32.3% |
| 6M | +4.9% | -19.9% | +24.9% | +12.2% |
| YTD | -17.8% | +10.6% | -28.3% | -20.3% |
| 1Y | -28.0% | +17.9% | -45.9% | -47.1% |
| All | -28.0% | +19.5% | -47.5% | -47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling