+49.9%
TRV vs LHX
-8.3%
+58.1%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.5% | +10.0% | +4.3% |
| 7D | +3.9% | -0.3% | +4.2% | +3.6% |
| 30D | +13.5% | +9.7% | +3.8% | +11.6% |
| 3M | +8.9% | -8.5% | +17.4% | +9.5% |
| 6M | +36.8% | -15.1% | +51.9% | +38.4% |
| YTD | +42.7% | -10.4% | +53.1% | +45.4% |
| 1Y | +49.9% | -9.3% | +59.1% | +52.7% |
| All | +49.9% | -8.3% | +58.1% | +52.7% |
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 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