+113.2%
WDC vs LMT
+26.0%
+87.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.9% | +0.1% | -8.0% |
| 7D | -18.3% | -5.5% | -12.8% | -19.1% |
| 30D | -26.7% | +17.5% | -44.1% | -23.6% |
| 3M | -40.9% | +1.6% | -42.5% | -39.5% |
| 6M | -26.8% | +16.3% | -43.1% | -23.9% |
| YTD | +88.2% | +25.3% | +62.9% | +89.2% |
| 1Y | +113.2% | +25.9% | +87.3% | +110.6% |
| All | +113.2% | +26.0% | +87.2% | +110.6% |
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