+497.7%
BHP vs LDOS
+274.0%
+223.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.5% |
| 7D | -2.9% | -5.4% | +2.5% | -1.4% |
| 30D | +3.4% | +4.9% | -1.5% | +1.6% |
| 3M | +4.1% | +7.2% | -3.1% | +1.3% |
| 6M | +20.6% | -24.2% | +44.8% | +29.9% |
| YTD | +56.1% | -25.8% | +81.9% | +67.5% |
| 1Y | +69.6% | -24.7% | +94.3% | +80.4% |
| 3Y | +78.8% | +39.3% | +39.5% | +45.8% |
| 5Y | +113.1% | +43.3% | +69.7% | +68.1% |
| All | +497.7% | +274.0% | +223.7% | +255.5% |
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