+155.8%
HON vs LDOS
+226.9%
-71.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +1.4% | -1.6% | +3.0% | +2.0% |
| 30D | +7.5% | +8.2% | -0.8% | +4.1% |
| 3M | -4.3% | -8.2% | +3.8% | -1.8% |
| 6M | -1.5% | +5.8% | -7.4% | -5.1% |
| YTD | +10.5% | -27.0% | +37.5% | +21.9% |
| 1Y | +8.5% | -31.0% | +39.5% | +22.5% |
| 3Y | +28.0% | +29.3% | -1.2% | +4.9% |
| 5Y | +12.0% | +48.7% | -36.7% | -16.3% |
| All | +155.8% | +226.9% | -71.1% | +55.9% |
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