+24.9%
DLTR vs LDOS
+51.2%
-26.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +0.9% | -0.7% |
| 7D | +2.4% | -3.5% | +5.9% | +3.1% |
| 30D | +21.5% | +9.5% | +12.0% | +19.7% |
| 3M | +9.8% | -6.3% | +16.1% | +11.0% |
| 6M | +58.6% | +2.8% | +55.8% | +57.4% |
| YTD | +14.8% | -26.6% | +41.5% | +19.9% |
| 1Y | +33.0% | -31.3% | +64.3% | +40.7% |
| 3Y | +23.8% | +30.9% | -7.1% | +7.5% |
| 5Y | +24.9% | +49.4% | -24.5% | +7.4% |
| All | +24.9% | +51.2% | -26.3% | +7.4% |
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