+9.0%
HCA vs LHX
-8.3%
+17.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -6.5% | +16.8% | +10.9% |
| 7D | +10.2% | -0.3% | +10.6% | +9.6% |
| 30D | +17.4% | +9.7% | +7.8% | +15.0% |
| 3M | +27.7% | -8.5% | +36.2% | +29.0% |
| 6M | +20.0% | -15.1% | +35.1% | +22.9% |
| YTD | +10.0% | -10.4% | +20.4% | +16.0% |
| 1Y | +9.0% | -9.3% | +18.3% | +16.2% |
| All | +9.0% | -8.3% | +17.3% | +16.2% |
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