+32.0%
RCL vs LHX
-8.3%
+40.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -6.5% | +12.8% | +7.2% |
| 7D | +11.7% | -0.3% | +12.0% | +11.3% |
| 30D | +21.1% | +9.7% | +11.5% | +18.9% |
| 3M | +2.9% | -8.5% | +11.4% | +3.7% |
| 6M | +29.8% | -15.1% | +44.9% | +32.4% |
| YTD | +21.4% | -10.4% | +31.8% | +17.8% |
| 1Y | +32.0% | -9.3% | +41.3% | +26.2% |
| All | +32.0% | -8.3% | +40.3% | +26.2% |
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