+222.0%
LHX vs BEN
+56.6%
+165.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -4.3% | -3.1% | -1.1% | -3.5% |
| 30D | -15.1% | +0.2% | -15.3% | -15.2% |
| 3M | -21.0% | +6.8% | -27.8% | -22.4% |
| 6M | -32.0% | +38.1% | -70.1% | -37.4% |
| YTD | -15.3% | +44.3% | -59.7% | -23.1% |
| 1Y | -11.1% | +42.6% | -53.6% | -19.2% |
| 3Y | +54.0% | +52.3% | +1.7% | +34.7% |
| 5Y | +17.1% | +37.6% | -20.5% | +1.9% |
| All | +222.0% | +56.6% | +165.4% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling