+1,701.7%
LMT vs OVV
+146.7%
+1,555.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.5% |
| 7D | -11.0% | -16.7% | +5.7% | -9.1% |
| 30D | +13.6% | -1.5% | +15.1% | +13.8% |
| 3M | -2.1% | +1.6% | -3.7% | -2.4% |
| 6M | +11.7% | +2.0% | +9.6% | +11.1% |
| YTD | +19.4% | +56.8% | -37.4% | +12.7% |
| 1Y | +24.1% | +64.8% | -40.8% | +16.3% |
| 3Y | +36.2% | +38.3% | -2.1% | +28.1% |
| 5Y | +90.7% | +84.9% | +5.8% | +68.5% |
| 10Y | +212.5% | +54.5% | +158.0% | +137.9% |
| All | +1,701.7% | +146.7% | +1,555.0% | +943.9% |
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