+68.3%
HAL vs LHX
-4.7%
+73.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.2% |
| 7D | +2.9% | -2.4% | +5.4% | +3.4% |
| 30D | +17.0% | -10.4% | +27.4% | +19.5% |
| 3M | -9.7% | -16.9% | +7.2% | -6.4% |
| 6M | +8.6% | -29.9% | +38.6% | +18.4% |
| YTD | +33.0% | -12.0% | +45.0% | +30.8% |
| 1Y | +68.3% | -4.5% | +72.9% | +63.8% |
| All | +68.3% | -4.7% | +73.0% | +63.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling