+351.3%
DAL vs LDOS
+461.8%
-110.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.5% |
| 7D | +0.1% | -5.4% | +5.5% | +2.8% |
| 30D | -13.9% | +4.9% | -18.8% | -16.3% |
| 3M | +1.1% | +7.2% | -6.1% | -3.6% |
| 6M | +26.2% | -24.2% | +50.5% | +42.2% |
| YTD | +16.4% | -25.8% | +42.2% | +31.3% |
| 1Y | +33.9% | -24.7% | +58.6% | +49.1% |
| 3Y | +93.4% | +39.3% | +54.1% | +51.3% |
| 5Y | +106.4% | +43.3% | +63.0% | +54.0% |
| 10Y | +143.0% | +278.6% | -135.6% | +8.8% |
| All | +351.3% | +461.8% | -110.5% | +46.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling