-52.7%
INTU vs LMT
+17.6%
-70.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.8% |
| 7D | -8.5% | -1.3% | -7.1% | -8.5% |
| 30D | -6.1% | -12.5% | +6.4% | -7.3% |
| 3M | +7.3% | -0.5% | +7.8% | +7.2% |
| 6M | -33.2% | -20.0% | -13.2% | -35.5% |
| YTD | -52.2% | +10.4% | -62.6% | -51.2% |
| 1Y | -52.7% | +17.7% | -70.4% | -50.5% |
| All | -52.7% | +17.6% | -70.2% | -50.5% |
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 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