+818.4%
SLB vs LMT
+13,460.7%
-12,642.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.8% |
| 7D | -4.3% | -5.6% | +1.3% | -2.5% |
| 30D | +1.9% | +18.4% | -16.4% | -4.0% |
| 3M | -5.7% | +0.6% | -6.3% | -6.4% |
| 6M | -5.3% | +20.6% | -25.9% | -11.9% |
| YTD | +32.2% | +27.0% | +5.2% | +20.0% |
| 1Y | +38.5% | +36.9% | +1.6% | +22.5% |
| 3Y | +1.1% | +46.9% | -45.7% | -14.0% |
| 5Y | +70.3% | +104.2% | -33.9% | +29.6% |
| 10Y | -17.3% | +205.2% | -222.5% | -43.8% |
| All | +818.4% | +13,460.7% | -12,642.3% | +200.1% |
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