+13.0%
HSY vs LDOS
+43.9%
-30.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.2% |
| 7D | -3.3% | -5.4% | +2.1% | -2.5% |
| 30D | -2.8% | +4.9% | -7.7% | -3.5% |
| 3M | -4.5% | +7.2% | -11.7% | -5.7% |
| 6M | -24.2% | -24.2% | 0.0% | -21.8% |
| YTD | -2.7% | -25.8% | +23.1% | +0.2% |
| 1Y | -3.7% | -24.7% | +21.0% | -1.3% |
| 3Y | -11.5% | +39.3% | -50.8% | -21.0% |
| All | +13.0% | +43.9% | -30.8% | +0.8% |
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 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