+2,294.2%
LHX vs OVV
+162.8%
+2,131.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.4% |
| 7D | -2.0% | +0.3% | -2.2% | -2.0% |
| 30D | -9.9% | +11.7% | -21.7% | -11.7% |
| 3M | -16.5% | +9.8% | -26.3% | -18.1% |
| 6M | -29.6% | +26.6% | -56.2% | -32.8% |
| YTD | -11.6% | +67.0% | -78.6% | -19.6% |
| 1Y | -4.1% | +55.9% | -60.0% | -12.1% |
| 3Y | +53.3% | +45.5% | +7.8% | +39.0% |
| 5Y | +22.3% | +157.3% | -135.1% | -3.9% |
| 10Y | +231.9% | +65.0% | +166.9% | +121.3% |
| All | +2,294.2% | +162.8% | +2,131.4% | +1,180.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling