+3,774.3%
ASX vs LHX
+2,896.9%
+877.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.4% | +6.2% |
| 7D | +6.3% | -2.5% | +8.8% | +7.3% |
| 30D | +6.4% | -10.4% | +16.8% | +10.5% |
| 3M | +13.1% | -14.9% | +28.1% | +18.3% |
| 6M | +90.3% | -29.6% | +119.9% | +112.8% |
| YTD | +149.6% | -11.8% | +161.4% | +155.5% |
| 1Y | +249.2% | -5.1% | +254.3% | +246.3% |
| 3Y | +445.9% | +61.3% | +384.6% | +333.5% |
| 5Y | +477.7% | +22.4% | +455.3% | +393.2% |
| 10Y | +913.4% | +232.2% | +681.1% | +449.2% |
| All | +3,774.3% | +2,896.9% | +877.3% | +744.6% |
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