+54.1%
LHX vs OPEN
-70.7%
+124.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.7% |
| 7D | -2.0% | -4.3% | +2.3% | -1.9% |
| 30D | -9.9% | -16.2% | +6.3% | -9.7% |
| 3M | -16.5% | -36.4% | +19.9% | -16.0% |
| 6M | -29.6% | -35.5% | +5.9% | -29.3% |
| YTD | -11.6% | -46.0% | +34.4% | -11.0% |
| 1Y | -4.1% | -47.1% | +43.1% | -3.8% |
| 3Y | +53.3% | -19.0% | +72.3% | +50.9% |
| 5Y | +22.3% | -83.6% | +105.8% | +17.5% |
| All | +54.1% | -70.7% | +124.8% | +45.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling