+12.2%
HON vs LDOS
+51.2%
-39.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.2% | -1.4% |
| 7D | +3.6% | -3.5% | +7.0% | +4.4% |
| 30D | +7.8% | +9.5% | -1.7% | +5.4% |
| 3M | -4.8% | -6.3% | +1.5% | -3.6% |
| 6M | -1.7% | +2.8% | -4.5% | -3.2% |
| YTD | +10.7% | -26.6% | +37.3% | +18.2% |
| 1Y | +7.8% | -31.3% | +39.0% | +17.3% |
| 3Y | +28.1% | +30.9% | -2.9% | +9.2% |
| 5Y | +12.2% | +49.4% | -37.2% | -8.9% |
| All | +12.2% | +51.2% | -39.0% | -8.9% |
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 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