+18.5%
LHX vs TECH
-42.4%
+60.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -4.8% | -0.5% | -4.3% | -4.7% |
| 30D | -12.7% | 0.0% | -12.8% | -12.7% |
| 3M | -17.6% | +37.4% | -55.1% | -20.6% |
| 6M | -30.7% | +36.9% | -67.6% | -33.5% |
| YTD | -14.3% | +23.1% | -37.4% | -17.0% |
| 1Y | -8.4% | +42.2% | -50.6% | -13.1% |
| 3Y | +56.7% | +1.9% | +54.7% | +52.0% |
| 5Y | +18.5% | -42.9% | +61.4% | +21.2% |
| All | +18.5% | -42.4% | +60.9% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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