+2,442.6%
LHX vs OVV
+166.6%
+2,276.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | +4.8% | +8.0% | -3.3% | +3.4% |
| 30D | +14.7% | -2.0% | +16.7% | +15.0% |
| 3M | -5.1% | +5.4% | -10.6% | -6.2% |
| 6M | -9.9% | +14.3% | -24.2% | -12.4% |
| YTD | -6.1% | +69.4% | -75.5% | -15.0% |
| 1Y | -4.0% | +72.4% | -76.4% | -13.5% |
| 3Y | +56.9% | +58.4% | -1.5% | +40.1% |
| 5Y | +36.6% | +106.1% | -69.5% | +11.8% |
| 10Y | +217.5% | +59.6% | +157.9% | +114.9% |
| All | +2,442.6% | +166.6% | +2,276.1% | +1,254.1% |
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