+1,568.9%
LMT vs OVV
+162.8%
+1,406.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.2% |
| 7D | -6.3% | +0.3% | -6.5% | -6.3% |
| 30D | -8.5% | +11.7% | -20.2% | -9.7% |
| 3M | +1.8% | +9.8% | -8.0% | +0.6% |
| 6M | -19.9% | +26.6% | -46.5% | -22.4% |
| YTD | +10.6% | +67.0% | -56.5% | +3.7% |
| 1Y | +17.9% | +55.9% | -38.0% | +11.2% |
| 3Y | +27.0% | +45.5% | -18.5% | +18.7% |
| 5Y | +68.7% | +157.3% | -88.7% | +43.2% |
| 10Y | +181.1% | +65.0% | +116.1% | +111.6% |
| All | +1,568.9% | +162.8% | +1,406.1% | +860.7% |
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