-11.1%
LHX vs UAL
+0.8%
-11.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.1% | -4.3% | -1.3% |
| 7D | -4.3% | -1.4% | -2.9% | -4.2% |
| 30D | -15.1% | -12.2% | -2.9% | -14.5% |
| 3M | -21.0% | -2.5% | -18.5% | -21.1% |
| 6M | -32.0% | +21.1% | -53.1% | -33.3% |
| YTD | -15.3% | -1.8% | -13.5% | -16.6% |
| 1Y | -11.1% | +0.4% | -11.5% | -12.3% |
| All | -11.1% | +0.8% | -11.9% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 1y: compounded portfolio wealth divided by compounded UAL 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…
1y analysis · Full analysis span regression · 6 months rolling