+4,477.6%
SMCI vs LHX
+673.1%
+3,804.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.8% |
| 7D | +1.3% | -4.3% | +5.5% | +3.4% |
| 30D | +6.6% | -15.1% | +21.8% | +15.2% |
| 3M | +25.4% | -21.0% | +46.4% | +38.7% |
| 6M | +26.1% | -32.0% | +58.1% | +50.8% |
| YTD | +37.0% | -15.3% | +52.3% | +46.2% |
| 1Y | -8.8% | -11.1% | +2.3% | -5.2% |
| 3Y | +44.6% | +54.0% | -9.4% | +9.0% |
| 5Y | +995.9% | +17.1% | +978.8% | +812.0% |
| 10Y | +1,801.4% | +225.8% | +1,575.6% | +728.0% |
| All | +4,477.6% | +673.1% | +3,804.5% | +893.8% |
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