+743.4%
AXTI vs LHX
+16.3%
+727.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.1% |
| 7D | +5.1% | -4.3% | +9.3% | +4.9% |
| 30D | -17.5% | -15.1% | -2.3% | -18.1% |
| 3M | -26.7% | -21.0% | -5.7% | -26.9% |
| 6M | +36.8% | -32.0% | +68.8% | +38.8% |
| YTD | +296.1% | -15.3% | +311.5% | +280.0% |
| 1Y | +1,810.6% | -11.1% | +1,821.7% | +1,716.6% |
| 3Y | +2,587.6% | +54.0% | +2,533.5% | +2,161.2% |
| All | +743.4% | +16.3% | +727.1% | +630.3% |
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