-24.7%
ACN vs LMT
+19.5%
-44.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -3.0% |
| 7D | -1.5% | -6.3% | +4.7% | -0.3% |
| 30D | +9.4% | -8.5% | +17.9% | +11.1% |
| 3M | +5.6% | +1.8% | +3.8% | +5.3% |
| 6M | -9.3% | -19.9% | +10.7% | -7.8% |
| YTD | -29.0% | +10.6% | -39.5% | -28.8% |
| 1Y | -24.7% | +17.9% | -42.6% | -24.7% |
| All | -24.7% | +19.5% | -44.1% | -24.7% |
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 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