+86.8%
ACN vs LMT
+191.8%
-105.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.8% |
| 7D | -7.9% | -0.5% | -7.3% | -7.7% |
| 30D | -1.1% | -10.8% | +9.7% | +2.6% |
| 3M | +5.6% | +1.6% | +4.0% | +4.7% |
| 6M | -9.9% | -17.6% | +7.6% | -4.4% |
| YTD | -32.3% | +11.6% | -43.9% | -35.5% |
| 1Y | -25.3% | +17.2% | -42.5% | -30.2% |
| 3Y | -42.3% | +35.7% | -78.0% | -50.5% |
| 5Y | -43.5% | +75.2% | -118.7% | -58.4% |
| All | +86.8% | +191.8% | -105.1% | +27.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling