+222.0%
LHX vs PAAS
+230.4%
-8.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | -4.3% | -1.9% | -2.3% | -4.1% |
| 30D | -15.1% | -3.6% | -11.6% | -15.0% |
| 3M | -21.0% | +8.6% | -29.5% | -21.6% |
| 6M | -32.0% | -16.7% | -15.3% | -31.5% |
| YTD | -15.3% | -1.9% | -13.4% | -15.7% |
| 1Y | -11.1% | +38.0% | -49.1% | -13.5% |
| 3Y | +54.0% | +234.9% | -180.9% | +39.7% |
| 5Y | +17.1% | +119.5% | -102.4% | +7.8% |
| All | +222.0% | +230.4% | -8.3% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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