-6.5%
HAL vs LHX
+55.8%
-62.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -2.5% |
| 7D | -3.3% | -4.8% | +1.5% | -1.5% |
| 30D | +7.2% | -12.7% | +20.0% | +12.8% |
| 3M | -8.8% | -17.6% | +8.8% | -2.3% |
| 6M | +3.0% | -30.7% | +33.7% | +19.0% |
| YTD | +29.4% | -14.3% | +43.7% | +32.8% |
| 1Y | +62.8% | -8.4% | +71.2% | +60.3% |
| All | -6.5% | +55.8% | -62.3% | -33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling