+125,387.6%
AAPL vs LHX
+7,852.8%
+117,534.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.8% | +4.4% | +3.8% |
| 7D | -0.5% | -4.8% | +4.3% | +1.2% |
| 30D | +7.1% | -12.7% | +19.9% | +12.3% |
| 3M | +12.1% | -17.6% | +29.7% | +19.3% |
| 6M | +25.4% | -30.7% | +56.2% | +41.5% |
| YTD | +20.5% | -14.3% | +34.8% | +25.1% |
| 1Y | +44.5% | -8.4% | +52.9% | +46.1% |
| 3Y | +85.8% | +56.7% | +29.1% | +51.8% |
| 5Y | +124.8% | +18.5% | +106.3% | +98.9% |
| 10Y | +1,284.7% | +229.6% | +1,055.1% | +708.6% |
| All | +125,387.6% | +7,852.8% | +117,534.8% | +18,630.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling