-1.3%
IONQ vs LMT
+18.8%
-20.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.1% | +0.3% | +2.2% |
| 7D | +7.1% | -1.5% | +8.7% | +7.3% |
| 30D | -8.9% | -8.2% | -0.7% | -8.0% |
| 3M | -35.6% | +3.7% | -39.3% | -35.8% |
| 6M | +13.3% | -19.2% | +32.4% | +22.5% |
| YTD | -9.8% | +12.9% | -22.7% | -19.4% |
| 1Y | -1.3% | +19.8% | -21.1% | -1.7% |
| All | -1.3% | +18.8% | -20.1% | -1.7% |
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 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