+499.7%
HCA vs LDOS
+258.9%
+240.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.2% |
| 7D | +4.9% | -4.2% | +9.1% | +6.5% |
| 30D | +1.9% | -7.9% | +9.8% | +4.8% |
| 3M | +12.7% | +4.1% | +8.6% | +10.2% |
| 6M | -22.3% | -28.2% | +5.9% | -13.1% |
| YTD | -9.3% | -28.5% | +19.2% | +0.2% |
| 1Y | +2.7% | -27.7% | +30.4% | +12.5% |
| 3Y | +57.8% | +38.4% | +19.4% | +25.3% |
| 5Y | +70.3% | +38.0% | +32.4% | +32.7% |
| 10Y | +499.7% | +262.1% | +237.6% | +327.8% |
| All | +499.7% | +258.9% | +240.7% | +327.8% |
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