+746.4%
TEAM vs LHX
+266.5%
+479.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.3% |
| 7D | -4.7% | -3.7% | -1.0% | -3.7% |
| 30D | +17.0% | -13.2% | +30.2% | +21.5% |
| 3M | +85.9% | -18.4% | +104.3% | +95.6% |
| 6M | +116.7% | -32.0% | +148.6% | +139.7% |
| YTD | +9.6% | -13.6% | +23.3% | +11.7% |
| 1Y | -2.5% | -6.0% | +3.4% | -3.7% |
| 3Y | -14.0% | +57.9% | -71.9% | -29.5% |
| 5Y | -53.1% | +19.2% | -72.3% | -58.4% |
| 10Y | +502.9% | +232.3% | +270.7% | +220.2% |
| All | +746.4% | +266.5% | +479.8% | +312.5% |
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