+73.3%
PANW vs LMT
+19.5%
+53.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.4% |
| 7D | -10.3% | -6.3% | -4.1% | -10.3% |
| 30D | -8.1% | -8.5% | +0.4% | -8.0% |
| 3M | +19.3% | +1.8% | +17.5% | +20.8% |
| 6M | +110.2% | -19.9% | +130.1% | +109.8% |
| YTD | +80.9% | +10.6% | +70.4% | +82.8% |
| 1Y | +73.3% | +17.9% | +55.3% | +84.9% |
| All | +73.3% | +19.5% | +53.8% | +84.9% |
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