-11.8%
BA vs LDOS
-31.2%
+19.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.8% |
| 7D | +1.1% | -7.2% | +8.3% | +2.0% |
| 30D | -7.9% | +16.8% | -24.8% | -9.7% |
| 3M | -25.3% | -1.6% | -23.7% | -25.2% |
| 6M | -24.6% | -1.0% | -23.6% | -25.4% |
| YTD | -20.1% | -25.8% | +5.6% | -17.3% |
| 1Y | -11.8% | -31.1% | +19.3% | -8.0% |
| All | -11.8% | -31.2% | +19.4% | -8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling