+222.0%
LHX vs GEN
+159.8%
+62.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.3% |
| 7D | -4.3% | -1.3% | -3.0% | -4.1% |
| 30D | -15.1% | +6.1% | -21.3% | -16.0% |
| 3M | -21.0% | +27.0% | -47.9% | -24.1% |
| 6M | -32.0% | +43.9% | -75.9% | -36.4% |
| YTD | -15.3% | +13.0% | -28.3% | -17.6% |
| 1Y | -11.1% | +4.0% | -15.1% | -12.3% |
| 3Y | +54.0% | +66.2% | -12.2% | +38.2% |
| 5Y | +17.1% | +23.2% | -6.1% | +9.2% |
| All | +222.0% | +159.8% | +62.2% | +152.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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