+21.6%
XOP vs LHX
-31.0%
+52.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +0.3% |
| 7D | +1.0% | -3.7% | +4.7% | +0.4% |
| 30D | +10.8% | -13.2% | +24.0% | +8.5% |
| 3M | +19.5% | -18.4% | +37.8% | +15.9% |
| 6M | +21.6% | -32.0% | +53.5% | +13.9% |
| All | +21.6% | -31.0% | +52.6% | +13.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling