+233.5%
INTU vs LMT
+207.9%
+25.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -3.9% | +2.5% | -6.4% | -4.7% |
| 30D | +12.0% | +19.2% | -7.2% | +5.8% |
| 3M | +2.3% | +2.7% | -0.4% | +1.0% |
| 6M | -12.1% | +20.6% | -32.7% | -17.9% |
| YTD | -47.5% | +28.4% | -76.0% | -52.7% |
| 1Y | -46.9% | +36.9% | -83.8% | -53.3% |
| 3Y | -33.5% | +48.5% | -82.0% | -44.9% |
| 5Y | -41.2% | +107.6% | -148.9% | -59.9% |
| 10Y | +233.5% | +206.5% | +27.0% | +99.5% |
| All | +233.5% | +207.9% | +25.6% | +99.5% |
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