+346.9%
AZO vs LDOS
+226.9%
+120.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.7% | +0.3% |
| 7D | +1.3% | -1.6% | +3.0% | +1.7% |
| 30D | +12.0% | +8.2% | +3.7% | +9.7% |
| 3M | +7.2% | -8.2% | +15.4% | +9.3% |
| 6M | -3.2% | +5.8% | -9.0% | -5.3% |
| YTD | -3.9% | -27.0% | +23.1% | +2.6% |
| 1Y | -14.7% | -31.0% | +16.3% | -7.5% |
| 3Y | +20.4% | +29.3% | -8.9% | +5.5% |
| 5Y | +72.8% | +48.7% | +24.1% | +42.7% |
| All | +346.9% | +226.9% | +120.0% | +237.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling