+147.9%
OXY vs LMT
+72.2%
+75.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.9% |
| 7D | +2.8% | -0.2% | +3.0% | +2.9% |
| 30D | +5.5% | -13.1% | +18.5% | +10.8% |
| 3M | +11.3% | -3.9% | +15.2% | +12.3% |
| 6M | +11.6% | -18.3% | +29.9% | +20.0% |
| YTD | +51.6% | +10.3% | +41.2% | +42.7% |
| 1Y | +36.2% | +14.2% | +22.0% | +26.0% |
| 3Y | +1.7% | +35.0% | -33.3% | -18.0% |
| All | +147.9% | +72.2% | +75.7% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling