+55.8%
LHX vs BEN
+51.0%
+4.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.6% |
| 7D | -4.8% | +0.3% | -5.1% | -4.9% |
| 30D | -12.7% | +0.9% | -13.6% | -12.9% |
| 3M | -17.6% | +9.2% | -26.8% | -19.0% |
| 6M | -30.7% | +36.8% | -67.5% | -34.5% |
| YTD | -14.3% | +44.4% | -58.7% | -20.1% |
| 1Y | -8.4% | +45.8% | -54.2% | -14.8% |
| All | +55.8% | +51.0% | +4.8% | +38.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling