+1,306.6%
AAPL vs LDOS
+254.8%
+1,051.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.0% |
| 7D | +5.0% | +1.9% | +3.1% | +4.4% |
| 30D | +3.5% | +12.8% | -9.3% | -0.3% |
| 3M | +13.1% | -1.0% | +14.1% | +13.0% |
| 6M | +19.0% | +6.2% | +12.8% | +15.7% |
| YTD | +28.5% | -23.2% | +51.8% | +36.7% |
| 1Y | +29.7% | -29.5% | +59.2% | +42.0% |
| 3Y | +89.2% | +37.1% | +52.2% | +55.8% |
| 5Y | +141.2% | +55.6% | +85.6% | +84.2% |
| 10Y | +1,306.6% | +249.4% | +1,057.2% | +778.6% |
| All | +1,306.6% | +254.8% | +1,051.8% | +778.6% |
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