+199.0%
AMD vs LDOS
+49.1%
+149.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.3% | +13.3% | +11.4% |
| 7D | -11.0% | -7.2% | -3.8% | -10.2% |
| 30D | -30.5% | +16.8% | -47.3% | -32.6% |
| 3M | -8.2% | -1.6% | -6.6% | -8.4% |
| 6M | +6.6% | -1.0% | +7.5% | +6.5% |
| YTD | +109.7% | -25.8% | +135.4% | +124.2% |
| 1Y | +88.9% | -31.1% | +120.0% | +106.3% |
| 3Y | +301.8% | +32.8% | +269.0% | +253.3% |
| All | +199.0% | +49.1% | +149.9% | +150.8% |
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