-13.1%
SLB vs LMT
+197.1%
-210.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +2.1% |
| 7D | +3.5% | +5.1% | -1.6% | +1.0% |
| 30D | +6.5% | +14.1% | -7.6% | -0.7% |
| 3M | -0.2% | +0.3% | -0.5% | -1.2% |
| 6M | -5.7% | +16.1% | -21.8% | -13.7% |
| YTD | +36.8% | +25.5% | +11.4% | +18.2% |
| 1Y | +45.8% | +34.1% | +11.6% | +21.3% |
| 3Y | +3.4% | +45.1% | -41.7% | -20.6% |
| 5Y | +76.1% | +100.9% | -24.8% | +9.7% |
| All | -13.1% | +197.1% | -210.2% | -45.3% |
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