+56.9%
LHX vs ALL
+117.7%
-60.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +4.8% | +5.0% | -0.2% | +3.6% |
| 30D | +14.7% | +13.3% | +1.3% | +11.1% |
| 3M | -5.1% | +3.2% | -8.3% | -6.1% |
| 6M | -9.9% | +25.3% | -35.2% | -14.5% |
| YTD | -6.1% | +30.5% | -36.5% | -11.8% |
| 1Y | -4.0% | +29.2% | -33.2% | -9.7% |
| 3Y | +56.9% | +119.1% | -62.2% | +31.3% |
| All | +56.9% | +117.7% | -60.8% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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