+14,671.9%
INTU vs LMT
+7,470.6%
+7,201.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -4.1% | +4.8% | -9.0% | -5.4% |
| 30D | +12.8% | +19.9% | -7.0% | +7.1% |
| 3M | +2.1% | +0.2% | +1.9% | +1.6% |
| 6M | -11.5% | +17.4% | -28.9% | -16.1% |
| YTD | -47.9% | +27.2% | -75.1% | -52.1% |
| 1Y | -47.7% | +35.6% | -83.3% | -52.9% |
| 3Y | -34.0% | +47.1% | -81.0% | -42.9% |
| 5Y | -43.5% | +103.7% | -147.2% | -56.4% |
| 10Y | +231.1% | +203.5% | +27.6% | +126.5% |
| All | +14,671.9% | +7,470.6% | +7,201.3% | +4,971.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling