+123.9%
SBUX vs LMT
+188.6%
-64.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | -5.5% | -0.2% | -5.3% | -5.5% |
| 30D | -8.5% | -13.1% | +4.6% | -5.0% |
| 3M | -2.9% | -3.9% | +1.0% | -2.4% |
| 6M | -1.5% | -18.3% | +16.7% | +3.6% |
| YTD | +19.4% | +10.3% | +9.0% | +14.2% |
| 1Y | +22.9% | +14.2% | +8.7% | +16.0% |
| 3Y | +11.3% | +35.0% | -23.7% | -3.2% |
| 5Y | -6.9% | +73.2% | -80.1% | -29.2% |
| All | +123.9% | +188.6% | -64.7% | +58.7% |
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 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