+40.0%
PATH vs LHX
-4.7%
+44.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -2.2% | -14.5% | -16.3% |
| 7D | -16.3% | -2.4% | -13.9% | -16.0% |
| 30D | +9.9% | -10.4% | +20.3% | +11.3% |
| 3M | +30.2% | -16.9% | +47.0% | +33.4% |
| 6M | +37.2% | -29.9% | +67.1% | +47.8% |
| YTD | -7.3% | -12.0% | +4.7% | -4.2% |
| 1Y | +40.0% | -4.5% | +44.5% | +30.1% |
| All | +40.0% | -4.7% | +44.7% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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