+210.2%
INTU vs LMT
+188.7%
+21.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.9% |
| 7D | -8.5% | -1.3% | -7.1% | -8.1% |
| 30D | -6.1% | -12.5% | +6.4% | -2.5% |
| 3M | +7.3% | -0.5% | +7.8% | +6.8% |
| 6M | -33.2% | -20.0% | -13.2% | -28.9% |
| YTD | -52.2% | +10.4% | -62.6% | -54.6% |
| 1Y | -52.7% | +17.7% | -70.4% | -56.3% |
| 3Y | -41.6% | +34.3% | -75.9% | -50.2% |
| 5Y | -42.6% | +71.8% | -114.5% | -58.1% |
| All | +210.2% | +188.7% | +21.5% | +99.6% |
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