+124.8%
AAPL vs LH
+23.7%
+101.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.4% | +8.0% | +5.1% |
| 7D | -0.5% | -7.4% | +6.9% | +2.1% |
| 30D | +7.1% | -4.6% | +11.7% | +8.7% |
| 3M | +12.1% | +14.5% | -2.4% | +6.5% |
| 6M | +25.4% | +14.8% | +10.6% | +18.8% |
| YTD | +20.5% | +23.3% | -2.8% | +10.7% |
| 1Y | +44.5% | +13.6% | +30.9% | +36.6% |
| 3Y | +85.8% | +56.3% | +29.4% | +51.9% |
| 5Y | +124.8% | +25.2% | +99.6% | +92.6% |
| All | +124.8% | +23.7% | +101.1% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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