+294.8%
IONQ vs LMT
+69.3%
+225.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.7% | +1.5% |
| 7D | +0.8% | -6.3% | +7.1% | +1.6% |
| 30D | -1.0% | -8.5% | +7.5% | 0.0% |
| 3M | -39.8% | +1.8% | -41.6% | -40.1% |
| 6M | +6.4% | -19.9% | +26.4% | +10.0% |
| YTD | -11.9% | +10.6% | -22.5% | -13.8% |
| 1Y | -6.2% | +17.9% | -24.1% | -8.9% |
| 3Y | +125.7% | +27.0% | +98.7% | +115.8% |
| All | +294.8% | +69.3% | +225.5% | +185.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling