+302.9%
AZO vs LDOS
+258.9%
+44.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.2% |
| 7D | -0.8% | -4.2% | +3.4% | +0.3% |
| 30D | -5.1% | -7.9% | +2.8% | -3.2% |
| 3M | -7.2% | +4.1% | -11.3% | -8.6% |
| 6M | -20.7% | -28.2% | +7.5% | -14.3% |
| YTD | -14.2% | -28.5% | +14.4% | -7.7% |
| 1Y | -32.2% | -27.7% | -4.5% | -27.5% |
| 3Y | +11.1% | +38.4% | -27.3% | -4.6% |
| 5Y | +87.6% | +38.0% | +49.6% | +58.9% |
| 10Y | +302.9% | +262.1% | +40.9% | +187.9% |
| All | +302.9% | +258.9% | +44.0% | +187.9% |
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 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