+1.7%
OXY vs LHX
+54.0%
-52.3%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.8% |
| 7D | +2.8% | -4.3% | +7.1% | +4.1% |
| 30D | +5.5% | -15.1% | +20.6% | +10.5% |
| 3M | +11.3% | -21.0% | +32.3% | +18.8% |
| 6M | +11.6% | -32.0% | +43.6% | +25.5% |
| YTD | +51.6% | -15.3% | +66.9% | +55.1% |
| 1Y | +36.2% | -11.1% | +47.3% | +36.0% |
| 3Y | +1.7% | +54.0% | -52.3% | -23.7% |
| All | +1.7% | +54.0% | -52.3% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling