+2,876.0%
DELL vs LDOS
+228.4%
+2,647.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | 0.0% |
| 7D | +17.1% | -3.5% | +20.6% | +18.3% |
| 30D | -35.1% | +9.5% | -44.6% | -37.5% |
| 3M | -23.3% | -6.3% | -17.0% | -22.6% |
| 6M | +55.8% | +2.8% | +53.0% | +50.5% |
| YTD | +198.0% | -26.6% | +224.6% | +224.3% |
| 1Y | +166.6% | -31.3% | +197.9% | +198.0% |
| 3Y | +427.6% | +30.9% | +396.7% | +334.9% |
| 5Y | +630.6% | +49.4% | +581.3% | +454.0% |
| All | +2,876.0% | +228.4% | +2,647.6% | +1,561.9% |
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