-44.0%
ACN vs LMT
+71.0%
-115.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.5% |
| 7D | -6.3% | -1.3% | -5.0% | -6.2% |
| 30D | -1.4% | -12.5% | +11.1% | +0.4% |
| 3M | +2.6% | -0.5% | +3.0% | +2.5% |
| 6M | -14.3% | -20.0% | +5.7% | -12.2% |
| YTD | -33.1% | +10.4% | -43.5% | -34.1% |
| 1Y | -28.8% | +17.7% | -46.5% | -30.4% |
| 3Y | -43.0% | +34.3% | -77.2% | -45.8% |
| 5Y | -44.0% | +71.8% | -115.8% | -50.2% |
| All | -44.0% | +71.0% | -115.1% | -50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling