+107.5%
SOXX vs LMT
+15.9%
+91.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +1.8% |
| 7D | +1.4% | -0.2% | +1.6% | +1.4% |
| 30D | -3.6% | -13.1% | +9.5% | -4.7% |
| 3M | -10.2% | -3.9% | -6.3% | -9.4% |
| 6M | +54.2% | -18.3% | +72.5% | +60.4% |
| YTD | +75.2% | +10.3% | +64.9% | +72.2% |
| 1Y | +107.5% | +14.2% | +93.3% | +100.0% |
| All | +107.5% | +15.9% | +91.6% | +100.0% |
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