+18.5%
LHX vs NDAQ
+48.4%
-29.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.3% |
| 7D | -4.8% | -6.8% | +2.0% | -3.2% |
| 30D | -12.7% | -3.2% | -9.6% | -12.1% |
| 3M | -17.6% | +6.5% | -24.1% | -19.2% |
| 6M | -30.7% | +5.7% | -36.5% | -32.0% |
| YTD | -14.3% | -4.6% | -9.7% | -13.9% |
| 1Y | -8.4% | -1.6% | -6.8% | -8.9% |
| 3Y | +56.7% | +86.4% | -29.8% | +30.3% |
| 5Y | +18.5% | +50.3% | -31.9% | +0.8% |
| All | +18.5% | +48.4% | -29.9% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling