+15,389.3%
AAPL vs LDOS
+509.1%
+14,880.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -1.4% | -3.7% | +2.3% | -0.2% |
| 30D | +3.2% | +16.4% | -13.2% | -1.8% |
| 3M | +10.8% | +7.4% | +3.3% | +7.7% |
| 6M | +21.3% | -0.3% | +21.7% | +20.2% |
| YTD | +26.9% | -24.0% | +51.0% | +35.4% |
| 1Y | +27.9% | -29.6% | +57.4% | +39.8% |
| 3Y | +97.5% | +35.1% | +62.3% | +67.7% |
| 5Y | +132.9% | +52.9% | +80.0% | +85.7% |
| 10Y | +1,275.7% | +262.2% | +1,013.5% | +701.1% |
| All | +15,389.3% | +509.1% | +14,880.2% | +7,101.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling