-9.3%
LHX vs OVV
+75.2%
-84.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -5.6% | -0.8% | -6.0% |
| 7D | -0.3% | -12.1% | +11.8% | +0.5% |
| 30D | +9.7% | +2.9% | +6.8% | +9.6% |
| 3M | -8.5% | +3.7% | -12.2% | -8.7% |
| 6M | -15.1% | +0.6% | -15.7% | -14.9% |
| YTD | -10.4% | +62.5% | -72.9% | -16.9% |
| 1Y | -9.3% | +72.0% | -81.3% | -16.3% |
| All | -9.3% | +75.2% | -84.5% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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