+44.6%
SMCI vs LMT
+34.5%
+10.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.0% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | +6.6% | -13.1% | +19.7% | +3.7% |
| 3M | +25.4% | -3.9% | +29.3% | +25.4% |
| 6M | +26.1% | -18.3% | +44.4% | +19.3% |
| YTD | +37.0% | +10.3% | +26.7% | +44.2% |
| 1Y | -8.8% | +14.2% | -23.0% | -2.6% |
| 3Y | +44.6% | +35.0% | +9.6% | +80.3% |
| All | +44.6% | +34.5% | +10.1% | +80.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling