+87.8%
AAPL vs LHX
+54.0%
+33.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +1.8% |
| 7D | +3.8% | -4.3% | +8.1% | +4.2% |
| 30D | +9.9% | -15.1% | +25.1% | +11.5% |
| 3M | +12.5% | -21.0% | +33.5% | +14.9% |
| 6M | +27.6% | -32.0% | +59.6% | +32.5% |
| YTD | +22.6% | -15.3% | +37.9% | +23.2% |
| 1Y | +45.0% | -11.1% | +56.0% | +44.5% |
| 3Y | +87.8% | +54.0% | +33.7% | +71.0% |
| All | +87.8% | +54.0% | +33.8% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 3y: compounded portfolio wealth divided by compounded LHX 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…
3y analysis · Full analysis span regression · 6 months rolling