+4,537.3%
RCL vs LHX
+6,377.3%
-1,840.0%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -0.5% | -2.5% | +2.1% | +0.7% |
| 30D | -17.3% | -10.4% | -7.0% | -13.3% |
| 3M | -2.8% | -14.9% | +12.2% | +3.5% |
| 6M | -4.4% | -29.6% | +25.2% | +10.6% |
| YTD | -4.2% | -11.8% | +7.6% | -0.5% |
| 1Y | -23.4% | -5.1% | -18.3% | -23.2% |
| 3Y | +179.4% | +61.3% | +118.1% | +115.6% |
| 5Y | +238.8% | +22.4% | +216.4% | +187.8% |
| 10Y | +350.2% | +232.2% | +118.0% | +155.3% |
| All | +4,537.3% | +6,377.3% | -1,840.0% | +1,135.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling