+7,679.3%
LHX vs BEN
+4,901.8%
+2,777.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -2.5% | +4.7% | -7.2% | -3.9% |
| 30D | -10.4% | +2.6% | -13.0% | -11.2% |
| 3M | -14.9% | +11.5% | -26.4% | -18.0% |
| 6M | -29.6% | +35.3% | -64.9% | -36.3% |
| YTD | -11.8% | +48.6% | -60.4% | -22.8% |
| 1Y | -5.1% | +46.7% | -51.8% | -16.7% |
| 3Y | +61.3% | +57.0% | +4.3% | +34.7% |
| 5Y | +22.4% | +41.8% | -19.4% | +1.4% |
| 10Y | +232.2% | +55.2% | +177.0% | +149.3% |
| All | +7,679.3% | +4,901.8% | +2,777.5% | +2,004.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling