+1,044.2%
CDNS vs LMT
+188.6%
+855.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.8% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | -10.4% | -13.1% | +2.6% | -7.9% |
| 3M | -24.6% | -3.9% | -20.7% | -24.2% |
| 6M | -1.6% | -18.3% | +16.6% | +2.4% |
| YTD | -7.4% | +10.3% | -17.8% | -10.6% |
| 1Y | -18.4% | +14.2% | -32.7% | -22.0% |
| 3Y | +19.0% | +35.0% | -16.0% | +5.2% |
| 5Y | +73.4% | +73.2% | +0.2% | +35.6% |
| All | +1,044.2% | +188.6% | +855.6% | +696.8% |
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