-13.5%
WDAY vs LMT
+26.0%
-39.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -6.9% | +8.8% | +1.0% |
| 7D | -1.2% | -5.5% | +4.3% | -1.9% |
| 30D | +6.8% | +17.5% | -10.6% | +9.2% |
| 3M | +17.8% | +1.6% | +16.2% | +17.2% |
| 6M | +57.8% | +16.3% | +41.5% | +61.0% |
| YTD | -6.0% | +25.3% | -31.3% | -4.8% |
| 1Y | -13.5% | +25.9% | -39.4% | -13.1% |
| All | -13.5% | +26.0% | -39.5% | -13.1% |
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