+1,276.0%
AAPL vs LDOS
+262.7%
+1,013.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +1.7% |
| 7D | +3.7% | -5.8% | +9.5% | +5.5% |
| 30D | +4.2% | +11.6% | -7.4% | +0.6% |
| 3M | +12.0% | -1.0% | +13.0% | +11.9% |
| 6M | +19.8% | +5.1% | +14.7% | +16.8% |
| YTD | +29.3% | -24.0% | +53.4% | +38.0% |
| 1Y | +31.1% | -30.3% | +61.4% | +44.0% |
| 3Y | +94.9% | +37.0% | +57.9% | +60.4% |
| 5Y | +138.1% | +53.4% | +84.7% | +82.9% |
| 10Y | +1,276.0% | +252.0% | +1,024.0% | +791.6% |
| All | +1,276.0% | +262.7% | +1,013.3% | +791.6% |
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