+75.9%
UBER vs LMT
+93.9%
-18.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.1% | -5.5% | -3.8% |
| 7D | -2.8% | -1.5% | -1.3% | -2.6% |
| 30D | -2.5% | -8.2% | +5.7% | -1.4% |
| 3M | +4.4% | +3.7% | +0.7% | +3.5% |
| 6M | -2.7% | -19.2% | +16.5% | +0.3% |
| YTD | -10.5% | +12.9% | -23.4% | -12.7% |
| 1Y | -22.5% | +19.8% | -42.3% | -25.1% |
| 3Y | +54.8% | +37.3% | +17.5% | +43.1% |
| 5Y | +82.5% | +74.4% | +8.1% | +52.2% |
| All | +75.9% | +93.9% | -18.0% | +30.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling