+139.2%
SLB vs LMT
+74.9%
+64.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.5% |
| 7D | +0.4% | -1.5% | +2.0% | +0.9% |
| 30D | +13.6% | -8.2% | +21.8% | +17.0% |
| 3M | +1.5% | +3.7% | -2.2% | -0.2% |
| 6M | +23.0% | -19.2% | +42.2% | +32.7% |
| YTD | +51.2% | +12.9% | +38.4% | +41.0% |
| 1Y | +63.5% | +19.8% | +43.7% | +48.1% |
| 3Y | +2.5% | +37.3% | -34.8% | -16.2% |
| 5Y | +139.2% | +74.4% | +64.8% | +61.9% |
| All | +139.2% | +74.9% | +64.3% | +61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling