-1.1%
CDNS vs LMT
+26.0%
-27.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -6.9% | +8.7% | +0.9% |
| 7D | -3.8% | -5.5% | +1.7% | -4.4% |
| 30D | -6.8% | +17.5% | -24.2% | -5.0% |
| 3M | -3.3% | +1.6% | -4.9% | -2.6% |
| 6M | -5.7% | +16.3% | -22.0% | -3.7% |
| YTD | +5.4% | +25.3% | -19.8% | +9.2% |
| 1Y | -1.1% | +25.9% | -27.0% | +2.7% |
| All | -1.1% | +26.0% | -27.1% | +2.7% |
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