-10.2%
ADSK vs LDOS
-27.6%
+17.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.7% | +6.3% | +6.8% |
| 7D | +11.4% | -2.8% | +14.2% | +12.6% |
| 30D | +21.9% | +13.6% | +8.3% | +15.9% |
| 3M | +13.9% | +4.2% | +9.6% | +12.0% |
| 6M | +9.1% | -8.2% | +17.3% | +11.6% |
| YTD | -8.8% | -24.1% | +15.3% | +1.2% |
| 1Y | -10.2% | -31.2% | +21.0% | +2.5% |
| All | -10.2% | -27.6% | +17.4% | +2.5% |
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