+29.6%
AAPL vs LDOS
-31.1%
+60.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.5% | +2.1% |
| 7D | +1.8% | -1.3% | +3.1% | +1.8% |
| 30D | +4.3% | +10.1% | -5.8% | +4.1% |
| 3M | +16.6% | -4.7% | +21.3% | +16.8% |
| 6M | +21.6% | +5.6% | +16.0% | +19.3% |
| YTD | +31.2% | -25.1% | +56.3% | +24.6% |
| 1Y | +29.6% | -31.7% | +61.2% | +24.9% |
| All | +29.6% | -31.1% | +60.6% | +24.9% |
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