+105.8%
DAL vs LDOS
+43.9%
+61.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.7% |
| 7D | +0.1% | -5.4% | +5.5% | +1.7% |
| 30D | -13.9% | +4.9% | -18.8% | -15.4% |
| 3M | +1.1% | +7.2% | -6.1% | -1.5% |
| 6M | +26.2% | -24.2% | +50.5% | +37.1% |
| YTD | +16.4% | -25.8% | +42.2% | +26.9% |
| 1Y | +33.9% | -24.7% | +58.6% | +44.5% |
| 3Y | +93.4% | +39.3% | +54.1% | +67.2% |
| All | +105.8% | +43.9% | +61.9% | +71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling