+296.9%
BBY vs LDOS
+262.7%
+34.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.3% | +4.4% | +5.8% |
| 7D | +10.5% | -5.8% | +16.4% | +13.1% |
| 30D | +22.1% | +11.6% | +10.6% | +17.0% |
| 3M | +31.0% | -1.0% | +32.0% | +31.1% |
| 6M | +83.2% | +5.1% | +78.2% | +77.8% |
| YTD | +65.1% | -24.0% | +89.1% | +80.6% |
| 1Y | +41.6% | -30.3% | +71.9% | +60.6% |
| 3Y | +95.6% | +37.0% | +58.6% | +56.6% |
| 5Y | +1.0% | +53.4% | -52.4% | -25.5% |
| 10Y | +296.9% | +252.0% | +44.9% | +178.9% |
| All | +296.9% | +262.7% | +34.2% | +178.9% |
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