+209.1%
INTU vs LMT
+191.8%
+17.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | -9.2% | -0.5% | -8.6% | -9.0% |
| 30D | -7.0% | -10.8% | +3.7% | -4.0% |
| 3M | +10.5% | +1.6% | +8.9% | +9.3% |
| 6M | -30.6% | -17.6% | -13.0% | -26.8% |
| YTD | -52.3% | +11.6% | -63.9% | -55.0% |
| 1Y | -51.8% | +17.2% | -69.0% | -55.3% |
| 3Y | -41.8% | +35.7% | -77.6% | -50.5% |
| 5Y | -42.8% | +75.2% | -118.0% | -58.5% |
| All | +209.1% | +191.8% | +17.2% | +98.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling