+49.2%
LHX vs OPEN
-74.0%
+123.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | -0.7% |
| 7D | -4.8% | -10.5% | +5.7% | -4.7% |
| 30D | -12.7% | -21.8% | +9.0% | -12.5% |
| 3M | -17.6% | -37.5% | +19.9% | -17.2% |
| 6M | -30.7% | -44.1% | +13.4% | -30.3% |
| YTD | -14.3% | -52.0% | +37.6% | -13.7% |
| 1Y | -8.4% | -52.2% | +43.8% | -8.0% |
| 3Y | +56.7% | -25.9% | +82.6% | +54.5% |
| 5Y | +18.5% | -85.1% | +103.5% | +14.1% |
| All | +49.2% | -74.0% | +123.2% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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