+45.8%
SLB vs LMT
+33.5%
+12.3%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.7% |
| 7D | +3.5% | +5.1% | -1.6% | +2.6% |
| 30D | +6.5% | +14.1% | -7.6% | +4.0% |
| 3M | -0.2% | +0.3% | -0.5% | -0.4% |
| 6M | -5.7% | +16.1% | -21.8% | -7.7% |
| YTD | +36.8% | +25.5% | +11.4% | +18.5% |
| 1Y | +45.8% | +34.1% | +11.6% | +26.4% |
| All | +45.8% | +33.5% | +12.3% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling