+143.3%
AAPL vs LDOS
+48.3%
+95.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +4.1% | -1.6% | +5.8% | +4.4% |
| 30D | +4.0% | +8.2% | -4.3% | +2.6% |
| 3M | +16.8% | -8.2% | +25.0% | +18.2% |
| 6M | +19.4% | +5.8% | +13.6% | +17.6% |
| YTD | +31.5% | -27.0% | +58.5% | +36.6% |
| 1Y | +31.0% | -31.0% | +62.0% | +37.6% |
| 3Y | +95.3% | +29.3% | +66.0% | +71.9% |
| All | +143.3% | +48.3% | +95.0% | +110.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling