+143.6%
VLO vs LMT
+19.5%
+124.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | 0.0% |
| 7D | +5.2% | -6.3% | +11.5% | +5.2% |
| 30D | +22.6% | -8.5% | +31.1% | +22.6% |
| 3M | +43.8% | +1.8% | +41.9% | +44.0% |
| 6M | +65.7% | -19.9% | +85.7% | +68.6% |
| YTD | +131.1% | +10.6% | +120.5% | +123.5% |
| 1Y | +143.6% | +17.9% | +125.7% | +148.0% |
| All | +143.6% | +19.5% | +124.1% | +148.0% |
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