+357.4%
SOXL vs LMT
+19.5%
+337.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.4% | +11.3% | +9.5% |
| 7D | +5.3% | -6.3% | +11.6% | +3.8% |
| 30D | -11.2% | -8.5% | -2.7% | -12.9% |
| 3M | -55.4% | +1.8% | -57.2% | -54.6% |
| 6M | +107.1% | -19.9% | +127.1% | +136.4% |
| YTD | +179.0% | +10.6% | +168.5% | +165.5% |
| 1Y | +357.4% | +17.9% | +339.4% | +355.0% |
| All | +357.4% | +19.5% | +337.9% | +355.0% |
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