-16.3%
ORLY vs LMT
+19.5%
-35.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +0.8% |
| 7D | -0.7% | -6.3% | +5.6% | +0.1% |
| 30D | -5.9% | -8.5% | +2.6% | -5.0% |
| 3M | -0.6% | +1.8% | -2.4% | -1.0% |
| 6M | -6.8% | -19.9% | +13.2% | -4.8% |
| YTD | -3.6% | +10.6% | -14.2% | -2.5% |
| 1Y | -16.3% | +17.9% | -34.3% | -15.5% |
| All | -16.3% | +19.5% | -35.8% | -15.5% |
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 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