+980.0%
SMCI vs LHX
+16.3%
+963.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.4% |
| 7D | +1.3% | -4.3% | +5.5% | +1.6% |
| 30D | +6.6% | -15.1% | +21.8% | +7.8% |
| 3M | +25.4% | -21.0% | +46.4% | +27.0% |
| 6M | +26.1% | -32.0% | +58.1% | +29.1% |
| YTD | +37.0% | -15.3% | +52.3% | +39.1% |
| 1Y | -8.8% | -11.1% | +2.3% | -7.3% |
| 3Y | +44.6% | +54.0% | -9.4% | +41.9% |
| All | +980.0% | +16.3% | +963.7% | +986.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling