+316.7%
PANW vs LMT
+72.2%
+244.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -14.6% | -13.1% | -1.5% | -12.7% |
| 3M | +18.3% | -3.9% | +22.2% | +19.1% |
| 6M | +100.5% | -18.3% | +118.7% | +107.2% |
| YTD | +79.5% | +10.3% | +69.2% | +75.0% |
| 1Y | +66.7% | +14.2% | +52.5% | +61.2% |
| 3Y | +161.2% | +35.0% | +126.3% | +139.2% |
| All | +316.7% | +72.2% | +244.4% | +260.2% |
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