+145.3%
DELL vs LDOS
-30.4%
+175.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.3% | +3.1% | +5.8% |
| 7D | -11.8% | -5.8% | -6.0% | -12.6% |
| 30D | -40.8% | +11.6% | -52.4% | -40.1% |
| 3M | -23.6% | -1.0% | -22.6% | -23.1% |
| 6M | +33.4% | +5.1% | +28.3% | +35.2% |
| YTD | +178.0% | -24.0% | +202.1% | +196.7% |
| All | +145.3% | -30.4% | +175.7% | +170.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling