+980.0%
SMCI vs LMT
+72.2%
+907.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.2% |
| 7D | +1.3% | -0.2% | +1.5% | +1.3% |
| 30D | +6.6% | -13.1% | +19.7% | +6.0% |
| 3M | +25.4% | -3.9% | +29.3% | +25.7% |
| 6M | +26.1% | -18.3% | +44.4% | +24.6% |
| YTD | +37.0% | +10.3% | +26.7% | +38.8% |
| 1Y | -8.8% | +14.2% | -23.0% | -7.2% |
| 3Y | +44.6% | +35.0% | +9.6% | +45.1% |
| All | +980.0% | +72.2% | +907.8% | +869.2% |
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