+25,618.8%
AVGO vs LDOS
+522.8%
+25,096.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +0.1% | -10.5% | -10.5% |
| 7D | -15.5% | -3.7% | -11.8% | -14.5% |
| 30D | -22.4% | +16.4% | -38.8% | -27.1% |
| 3M | -30.2% | +7.4% | -37.6% | -32.8% |
| 6M | -31.6% | -0.3% | -31.2% | -32.7% |
| YTD | -15.3% | -24.0% | +8.7% | -8.8% |
| 1Y | -18.2% | -29.6% | +11.4% | -9.2% |
| 3Y | +241.2% | +35.1% | +206.1% | +181.0% |
| 5Y | +469.8% | +52.9% | +416.9% | +335.4% |
| 10Y | +2,106.2% | +262.2% | +1,844.0% | +1,046.8% |
| All | +25,618.8% | +522.8% | +25,096.0% | +8,702.9% |
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