+17,845.4%
WDC vs LMT
+11,710.6%
+6,134.8%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.4% | +7.3% | +6.3% |
| 7D | +1.7% | -6.3% | +8.0% | +3.9% |
| 30D | -10.0% | -8.5% | -1.5% | -7.5% |
| 3M | -18.8% | +1.8% | -20.6% | -20.2% |
| 6M | +79.0% | -19.9% | +99.0% | +90.0% |
| YTD | +171.6% | +10.6% | +161.0% | +157.7% |
| 1Y | +417.4% | +17.9% | +399.4% | +378.2% |
| 3Y | +1,251.8% | +27.0% | +1,224.8% | +1,087.1% |
| 5Y | +911.7% | +68.7% | +843.0% | +684.0% |
| 10Y | +1,399.6% | +181.1% | +1,218.6% | +881.8% |
| All | +17,845.4% | +11,710.6% | +6,134.8% | +4,041.6% |
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 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