+7,679.3%
LHX vs GEN
+8,593.9%
-914.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.2% |
| 7D | -2.5% | -0.7% | -1.8% | -2.4% |
| 30D | -10.4% | +2.6% | -13.0% | -10.8% |
| 3M | -14.9% | +15.8% | -30.7% | -17.2% |
| 6M | -29.6% | +33.1% | -62.8% | -33.4% |
| YTD | -11.8% | +11.3% | -23.1% | -14.2% |
| 1Y | -5.1% | +1.7% | -6.7% | -6.3% |
| 3Y | +61.3% | +58.1% | +3.2% | +46.1% |
| 5Y | +22.4% | +20.6% | +1.8% | +14.6% |
| 10Y | +232.2% | +149.0% | +83.2% | +164.1% |
| All | +7,679.3% | +8,593.9% | -914.5% | +2,819.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling