+140.3%
ASML vs LDOS
+35.2%
+105.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.3% | -3.6% |
| 7D | -10.0% | -2.8% | -7.2% | -9.9% |
| 30D | -19.4% | +13.6% | -33.0% | -20.1% |
| 3M | -12.5% | +4.2% | -16.7% | -12.8% |
| 6M | +8.2% | -8.2% | +16.4% | +10.5% |
| YTD | +40.7% | -24.1% | +64.8% | +47.8% |
| 1Y | +46.1% | -31.2% | +77.4% | +56.4% |
| All | +140.3% | +35.2% | +105.1% | +115.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling