+633.1%
DELL vs LDOS
+52.3%
+580.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.4% | +14.2% | +12.1% |
| 7D | +0.4% | -1.3% | +1.7% | +0.5% |
| 30D | -35.1% | +10.1% | -45.2% | -36.5% |
| 3M | -15.1% | -4.7% | -10.5% | -14.8% |
| 6M | +51.7% | +5.6% | +46.1% | +48.3% |
| YTD | +200.0% | -25.1% | +225.1% | +220.1% |
| 1Y | +172.1% | -31.7% | +203.8% | +198.7% |
| 3Y | +431.2% | +33.7% | +397.5% | +364.4% |
| 5Y | +633.1% | +54.4% | +578.7% | +518.1% |
| All | +633.1% | +52.3% | +580.8% | +518.1% |
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 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