+479.4%
ASX vs LHX
+19.9%
+459.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +3.6% |
| 7D | +11.1% | -3.7% | +14.8% | +11.2% |
| 30D | +9.6% | -13.2% | +22.8% | +10.0% |
| 3M | +18.6% | -18.4% | +37.0% | +19.3% |
| 6M | +92.1% | -32.0% | +124.1% | +97.2% |
| YTD | +158.5% | -13.6% | +172.1% | +158.7% |
| 1Y | +271.9% | -6.0% | +277.9% | +268.8% |
| 3Y | +465.2% | +57.9% | +407.3% | +438.2% |
| 5Y | +479.4% | +19.2% | +460.2% | +437.4% |
| All | +479.4% | +19.9% | +459.5% | +437.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling