+33.6%
LMT vs OVV
+49.8%
-16.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.3% |
| 7D | -6.3% | +0.3% | -6.5% | -6.3% |
| 30D | -8.5% | +11.7% | -20.2% | -9.3% |
| 3M | +1.8% | +9.8% | -8.0% | +1.0% |
| 6M | -19.9% | +26.6% | -46.5% | -21.6% |
| YTD | +10.6% | +67.0% | -56.5% | +5.6% |
| 1Y | +17.9% | +55.9% | -38.0% | +13.1% |
| All | +33.6% | +49.8% | -16.2% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling