+2,566.3%
DELL vs LDOS
+254.8%
+2,311.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.8% |
| 7D | -18.1% | +1.9% | -20.0% | -18.7% |
| 30D | -42.9% | +12.8% | -55.7% | -45.4% |
| 3M | -26.9% | -1.0% | -25.9% | -27.5% |
| 6M | +28.8% | +6.2% | +22.6% | +23.4% |
| YTD | +168.4% | -23.2% | +191.7% | +188.2% |
| 1Y | +136.8% | -29.5% | +166.3% | +163.2% |
| 3Y | +375.3% | +37.1% | +338.3% | +286.7% |
| 5Y | +551.0% | +55.6% | +495.4% | +388.3% |
| 10Y | +2,566.3% | +249.4% | +2,316.9% | +1,372.0% |
| All | +2,566.3% | +254.8% | +2,311.5% | +1,372.0% |
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 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