+250.9%
EQIX vs LDOS
+248.5%
+2.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +2.1% |
| 7D | -0.1% | -7.2% | +7.1% | +1.6% |
| 30D | -1.8% | +16.8% | -18.7% | -5.9% |
| 3M | -3.4% | -1.6% | -1.8% | -3.5% |
| 6M | -6.0% | -1.0% | -5.0% | -6.7% |
| YTD | +34.2% | -25.8% | +60.0% | +42.9% |
| 1Y | +26.2% | -31.1% | +57.3% | +37.5% |
| 3Y | +41.7% | +32.8% | +8.9% | +20.5% |
| 5Y | +43.1% | +49.4% | -6.3% | +15.3% |
| All | +250.9% | +248.5% | +2.4% | +158.9% |
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