+558.6%
QQQ vs LMT
+188.6%
+370.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.2% |
| 7D | -0.6% | -0.2% | -0.4% | -0.5% |
| 30D | -1.2% | -13.1% | +11.8% | +2.3% |
| 3M | -0.2% | -3.9% | +3.7% | +0.3% |
| 6M | +17.9% | -18.3% | +36.2% | +23.7% |
| YTD | +16.6% | +10.3% | +6.3% | +11.7% |
| 1Y | +23.0% | +14.2% | +8.7% | +16.3% |
| 3Y | +92.9% | +35.0% | +58.0% | +67.9% |
| 5Y | +95.6% | +73.2% | +22.4% | +49.2% |
| All | +558.6% | +188.6% | +370.0% | +345.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling