+53,560.1%
ORLY vs LMT
+6,445.5%
+47,114.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.7% |
| 7D | -1.0% | -1.3% | +0.3% | -0.7% |
| 30D | -6.7% | -12.5% | +5.8% | -3.8% |
| 3M | -3.8% | -0.5% | -3.4% | -4.1% |
| 6M | -9.0% | -20.0% | +11.0% | -4.6% |
| YTD | -5.6% | +10.4% | -16.0% | -8.6% |
| 1Y | -19.5% | +17.7% | -37.2% | -23.3% |
| 3Y | +34.7% | +34.3% | +0.5% | +22.9% |
| 5Y | +118.0% | +71.8% | +46.2% | +85.6% |
| 10Y | +364.1% | +187.0% | +177.1% | +251.4% |
| All | +53,560.1% | +6,445.5% | +47,114.7% | +28,764.6% |
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