+133.0%
AAPL vs LDOS
+49.1%
+83.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.2% |
| 7D | -0.7% | -7.2% | +6.5% | +0.5% |
| 30D | +1.7% | +16.8% | -15.2% | -0.8% |
| 3M | +9.7% | -1.6% | +11.3% | +9.8% |
| 6M | +19.3% | -1.0% | +20.3% | +18.7% |
| YTD | +26.3% | -25.8% | +52.0% | +30.9% |
| 1Y | +27.4% | -31.1% | +58.5% | +34.0% |
| 3Y | +93.6% | +32.8% | +60.8% | +69.6% |
| All | +133.0% | +49.1% | +83.8% | +101.3% |
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