+37,066.7%
VLO vs LMT
+11,955.0%
+25,111.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.1% | +1.2% | +2.6% |
| 7D | +5.8% | -1.5% | +7.3% | +6.3% |
| 30D | +28.3% | -8.2% | +36.6% | +31.9% |
| 3M | +48.7% | +3.7% | +45.0% | +45.8% |
| 6M | +71.9% | -19.2% | +91.1% | +82.9% |
| YTD | +138.7% | +12.9% | +125.8% | +125.5% |
| 1Y | +148.5% | +19.8% | +128.7% | +129.5% |
| 3Y | +192.7% | +37.3% | +155.4% | +153.8% |
| 5Y | +601.6% | +74.4% | +527.2% | +454.0% |
| 10Y | +900.2% | +188.9% | +711.3% | +586.6% |
| All | +37,066.7% | +11,955.0% | +25,111.7% | +13,915.9% |
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