-2.7%
SMCI vs LMT
+19.5%
-22.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.4% | +6.0% | +4.8% |
| 7D | +6.8% | -6.3% | +13.0% | +7.9% |
| 30D | +30.6% | -8.5% | +39.1% | +32.9% |
| 3M | -15.6% | +1.8% | -17.4% | -15.0% |
| 6M | +21.3% | -19.9% | +41.2% | +28.6% |
| YTD | +35.3% | +10.6% | +24.7% | +20.1% |
| 1Y | -2.7% | +17.9% | -20.7% | -7.3% |
| All | -2.7% | +19.5% | -22.2% | -7.3% |
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 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