+476.3%
ASX vs LHX
+57.1%
+419.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +3.5% |
| 7D | +11.1% | -3.7% | +14.8% | +11.1% |
| 30D | +9.6% | -13.2% | +22.8% | +9.5% |
| 3M | +18.6% | -18.4% | +37.0% | +18.9% |
| 6M | +92.1% | -32.0% | +124.1% | +98.4% |
| YTD | +158.5% | -13.6% | +172.1% | +157.2% |
| 1Y | +271.9% | -6.0% | +277.9% | +264.5% |
| All | +476.3% | +57.1% | +419.2% | +443.2% |
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 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