-8.1%
PATH vs LHX
-8.0%
-0.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -5.3% | -6.4% | +1.1% | -4.8% |
| 30D | -0.5% | +11.2% | -11.8% | -2.4% |
| 3M | -7.1% | -9.8% | +2.7% | -6.7% |
| 6M | +23.8% | -13.2% | +37.0% | +24.8% |
| YTD | -20.7% | -10.4% | -10.3% | -17.6% |
| 1Y | -8.1% | -7.3% | -0.8% | -5.4% |
| All | -8.1% | -8.0% | -0.1% | -5.4% |
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