+251.6%
ORCL vs LMT
+198.5%
+53.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.7% | -0.5% | +2.1% |
| 7D | +0.5% | -8.5% | +9.0% | +3.0% |
| 30D | -15.3% | +15.4% | -30.7% | -19.1% |
| 3M | -18.2% | +0.7% | -18.9% | -18.7% |
| 6M | -38.4% | +17.6% | -56.0% | -42.3% |
| YTD | -37.7% | +23.8% | -61.5% | -43.0% |
| 1Y | -49.3% | +31.6% | -80.9% | -54.6% |
| 3Y | +10.6% | +44.0% | -33.4% | -6.9% |
| 5Y | +35.5% | +98.8% | -63.3% | -4.7% |
| 10Y | +251.6% | +202.1% | +49.4% | +128.5% |
| All | +251.6% | +198.5% | +53.1% | +128.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling