+29.9%
AAPL vs LDOS
-27.6%
+57.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.6% | +5.3% |
| 7D | +1.7% | -2.8% | +4.5% | +1.8% |
| 30D | +5.0% | +13.6% | -8.6% | +4.6% |
| 3M | +13.1% | +4.2% | +8.8% | +13.1% |
| 6M | +26.5% | -8.2% | +34.7% | +22.5% |
| YTD | +28.9% | -24.1% | +53.0% | +22.6% |
| 1Y | +29.9% | -31.2% | +61.1% | +26.3% |
| All | +29.9% | -27.6% | +57.5% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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