+47.6%
XOP vs LHX
-4.2%
+51.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.8% |
| 7D | +2.6% | -2.0% | +4.5% | +2.7% |
| 30D | +15.4% | -9.9% | +25.4% | +16.0% |
| 3M | +12.1% | -16.5% | +28.5% | +13.3% |
| 6M | +19.7% | -29.6% | +49.3% | +25.0% |
| YTD | +52.4% | -11.6% | +64.0% | +48.9% |
| 1Y | +47.6% | -4.1% | +51.6% | +45.3% |
| All | +47.6% | -4.2% | +51.8% | +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