+164.6%
DOCN vs LDOS
+50.5%
+114.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.7% |
| 7D | +1.1% | -5.4% | +6.5% | +1.8% |
| 30D | -9.6% | +4.9% | -14.5% | -10.2% |
| 3M | -37.7% | +7.2% | -44.9% | -38.1% |
| 6M | +115.2% | -24.2% | +139.5% | +129.0% |
| YTD | +133.7% | -25.8% | +159.5% | +149.8% |
| 1Y | +250.2% | -24.7% | +274.9% | +271.4% |
| 3Y | +320.3% | +39.3% | +281.0% | +298.1% |
| 5Y | +53.1% | +43.3% | +9.8% | +41.3% |
| All | +164.6% | +50.5% | +114.1% | +161.7% |
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