+149.8%
QQQM vs LMT
+61.5%
+88.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.1% |
| 7D | -1.3% | -0.5% | -0.7% | -1.2% |
| 30D | -1.4% | -10.8% | +9.4% | -0.7% |
| 3M | +2.2% | +1.6% | +0.6% | +2.0% |
| 6M | +16.9% | -17.6% | +34.4% | +18.7% |
| YTD | +15.7% | +11.6% | +4.1% | +14.2% |
| 1Y | +22.7% | +17.2% | +5.4% | +20.6% |
| 3Y | +93.9% | +35.7% | +58.2% | +85.0% |
| 5Y | +94.6% | +75.2% | +19.4% | +78.8% |
| All | +149.8% | +61.5% | +88.3% | +137.7% |
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