+189.2%
VLO vs LMT
+37.6%
+151.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.1% | +1.2% | +3.0% |
| 7D | +5.8% | -1.5% | +7.3% | +6.0% |
| 30D | +28.3% | -8.2% | +36.6% | +29.7% |
| 3M | +48.7% | +3.7% | +45.0% | +47.6% |
| 6M | +71.9% | -19.2% | +91.1% | +78.4% |
| YTD | +138.7% | +12.9% | +125.8% | +130.2% |
| 1Y | +148.5% | +19.8% | +128.7% | +136.6% |
| All | +189.2% | +37.6% | +151.7% | +162.5% |
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