+18.7%
LHX vs ZBH
-28.6%
+47.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.3% |
| 7D | -4.3% | -4.7% | +0.4% | -3.5% |
| 30D | -15.1% | -4.5% | -10.6% | -14.5% |
| 3M | -21.0% | +7.6% | -28.5% | -22.0% |
| 6M | -32.0% | +0.3% | -32.3% | -32.3% |
| YTD | -15.3% | +4.5% | -19.9% | -16.2% |
| 1Y | -11.1% | -9.4% | -1.7% | -10.2% |
| 3Y | +54.0% | -21.5% | +75.5% | +58.7% |
| All | +18.7% | -28.6% | +47.3% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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