+31.1%
BA vs LDOS
+256.7%
-225.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | -0.1% | -3.7% | +3.6% | +1.8% |
| 30D | -9.1% | +16.4% | -25.5% | -16.5% |
| 3M | -28.2% | +7.4% | -35.6% | -31.6% |
| 6M | -23.1% | -0.3% | -22.8% | -24.5% |
| YTD | -20.6% | -24.0% | +3.5% | -10.9% |
| 1Y | -12.7% | -29.6% | +16.9% | +2.2% |
| 3Y | -11.6% | +35.1% | -46.7% | -37.0% |
| 5Y | -23.1% | +52.9% | -76.1% | -52.0% |
| All | +31.1% | +256.7% | -225.6% | -41.2% |
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