+33,471.1%
ORCL vs LMT
+11,710.5%
+21,760.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +3.5% |
| 7D | +5.3% | -6.3% | +11.5% | +7.2% |
| 30D | +10.0% | -8.5% | +18.5% | +12.7% |
| 3M | -32.6% | +1.8% | -34.4% | -33.5% |
| 6M | +4.9% | -19.9% | +24.9% | +10.7% |
| YTD | -17.8% | +10.6% | -28.3% | -21.3% |
| 1Y | -28.0% | +17.9% | -45.9% | -32.4% |
| 3Y | +36.0% | +27.0% | +9.1% | +22.7% |
| 5Y | +88.7% | +68.7% | +20.1% | +53.6% |
| 10Y | +346.9% | +181.1% | +165.8% | +210.8% |
| All | +33,471.1% | +11,710.5% | +21,760.6% | +10,911.3% |
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