+231.9%
VLO vs LMT
+45.1%
+186.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.5% |
| 7D | +9.6% | +5.1% | +4.5% | +8.9% |
| 30D | -17.4% | +14.1% | -31.5% | -18.5% |
| 3M | +10.8% | +0.3% | +10.5% | +10.9% |
| 6M | +56.9% | +16.1% | +40.8% | +54.1% |
| YTD | +136.8% | +25.5% | +111.3% | +126.3% |
| 1Y | +120.7% | +34.1% | +86.5% | +107.9% |
| 3Y | +231.9% | +45.1% | +186.8% | +205.8% |
| All | +231.9% | +45.1% | +186.8% | +205.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling