+609.6%
VLO vs LMT
+73.4%
+536.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | +4.0% | -0.5% | +4.5% | +4.1% |
| 30D | +19.0% | -10.8% | +29.8% | +22.0% |
| 3M | +50.0% | +1.6% | +48.4% | +48.7% |
| 6M | +79.1% | -17.6% | +96.7% | +87.6% |
| YTD | +140.3% | +11.6% | +128.7% | +129.2% |
| 1Y | +148.3% | +17.2% | +131.1% | +133.2% |
| 3Y | +194.6% | +35.7% | +158.9% | +157.4% |
| 5Y | +609.6% | +75.2% | +534.4% | +415.7% |
| All | +609.6% | +73.4% | +536.2% | +415.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling