+1,362.5%
OXY vs LMT
+11,692.1%
-10,329.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.8% |
| 7D | +0.6% | -1.3% | +2.0% | +1.1% |
| 30D | +4.5% | -12.5% | +17.0% | +9.3% |
| 3M | +8.9% | -0.5% | +9.4% | +8.3% |
| 6M | +12.5% | -20.0% | +32.5% | +20.4% |
| YTD | +50.5% | +10.4% | +40.1% | +43.4% |
| 1Y | +38.6% | +17.7% | +20.9% | +28.8% |
| 3Y | -1.2% | +34.3% | -35.5% | -13.9% |
| 5Y | +161.6% | +71.8% | +89.8% | +108.8% |
| 10Y | +5.3% | +187.0% | -181.7% | -25.3% |
| All | +1,362.5% | +11,692.1% | -10,329.6% | +498.3% |
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