+6,646.7%
CB vs LHX
+6,330.3%
+316.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.4% |
| 7D | +0.5% | -2.0% | +2.4% | +1.0% |
| 30D | -3.1% | -9.9% | +6.8% | -0.3% |
| 3M | +9.0% | -16.5% | +25.4% | +14.2% |
| 6M | +2.9% | -29.6% | +32.4% | +12.9% |
| YTD | +10.1% | -11.6% | +21.7% | +12.9% |
| 1Y | +22.8% | -4.1% | +26.9% | +22.7% |
| 3Y | +73.8% | +53.3% | +20.5% | +50.3% |
| 5Y | +99.2% | +22.3% | +76.9% | +81.1% |
| 10Y | +218.2% | +231.9% | -13.7% | +119.1% |
| All | +6,646.7% | +6,330.3% | +316.3% | +2,176.4% |
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 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