+45.9%
OXY vs LHX
-8.3%
+54.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.5% | +1.3% | -4.3% |
| 7D | -8.8% | -0.3% | -8.5% | -8.6% |
| 30D | -1.7% | +9.7% | -11.3% | -2.4% |
| 3M | +4.5% | -8.5% | +13.1% | +5.3% |
| 6M | -4.0% | -15.1% | +11.1% | -2.7% |
| YTD | +41.4% | -10.4% | +51.8% | +40.1% |
| 1Y | +45.9% | -9.3% | +55.2% | +45.3% |
| All | +45.9% | -8.3% | +54.1% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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