+3.3%
SNOW vs LMT
+72.2%
-68.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | -1.0% | -13.1% | +12.1% | -0.5% |
| 3M | +36.9% | -3.9% | +40.7% | +37.0% |
| 6M | +83.4% | -18.3% | +101.6% | +83.8% |
| YTD | +50.0% | +10.3% | +39.6% | +50.5% |
| 1Y | +46.5% | +14.2% | +32.3% | +47.1% |
| 3Y | +93.3% | +35.0% | +58.3% | +95.0% |
| All | +3.3% | +72.2% | -68.9% | +0.5% |
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