+25.9%
LMT vs JHX
+44.7%
-18.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +8.3% | -15.2% | -7.5% |
| 7D | -5.5% | +13.3% | -18.8% | -6.6% |
| 30D | +17.5% | +17.1% | +0.3% | +15.7% |
| 3M | +1.6% | +4.1% | -2.5% | +1.1% |
| 6M | +16.3% | +48.5% | -32.2% | +11.4% |
| YTD | +25.3% | +42.3% | -17.0% | +18.0% |
| 1Y | +25.9% | +47.4% | -21.5% | +17.9% |
| All | +25.9% | +44.7% | -18.8% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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