+2,901.0%
DELL vs LDOS
+308.5%
+2,592.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.3% | +6.0% | +4.4% |
| 7D | -22.6% | -7.2% | -15.4% | -20.9% |
| 30D | -43.2% | +16.8% | -60.0% | -46.4% |
| 3M | -24.8% | -1.6% | -23.2% | -25.4% |
| 6M | +38.0% | -1.0% | +39.0% | +35.6% |
| YTD | +163.7% | -25.8% | +189.5% | +185.9% |
| 1Y | +122.5% | -31.1% | +153.6% | +148.5% |
| 3Y | +377.0% | +32.8% | +344.2% | +293.6% |
| 5Y | +542.6% | +49.4% | +493.2% | +391.9% |
| 10Y | +2,554.1% | +253.9% | +2,300.3% | +1,459.5% |
| All | +2,901.0% | +308.5% | +2,592.5% | +1,597.0% |
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