+1,367.3%
AAPL vs LDOS
+226.9%
+1,140.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +4.1% | -1.6% | +5.8% | +4.6% |
| 30D | +4.0% | +8.2% | -4.3% | +1.3% |
| 3M | +16.8% | -8.2% | +25.0% | +19.4% |
| 6M | +19.4% | +5.8% | +13.6% | +16.1% |
| YTD | +31.5% | -27.0% | +58.5% | +41.9% |
| 1Y | +31.0% | -31.0% | +62.0% | +44.1% |
| 3Y | +95.3% | +29.3% | +66.0% | +63.6% |
| 5Y | +143.4% | +48.7% | +94.6% | +88.1% |
| All | +1,367.3% | +226.9% | +1,140.4% | +778.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling