+35.6%
LMT vs OVV
+70.1%
-34.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.2% | -1.2% |
| 7D | +4.8% | +6.5% | -1.7% | +4.1% |
| 30D | +19.9% | -2.7% | +22.5% | +20.1% |
| 3M | +0.2% | +3.1% | -3.0% | -0.2% |
| 6M | +17.4% | +12.8% | +4.6% | +16.4% |
| YTD | +27.2% | +68.1% | -41.0% | +19.8% |
| 1Y | +35.6% | +73.6% | -38.1% | +28.5% |
| All | +35.6% | +70.1% | -34.5% | +28.5% |
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