+17.7%
INTC vs LDOS
+49.1%
-31.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +10.0% | +7.9% |
| 7D | -14.4% | -7.2% | -7.2% | -13.9% |
| 30D | -50.2% | +16.8% | -67.1% | -51.3% |
| 3M | -43.6% | -1.6% | -42.0% | -43.7% |
| 6M | -50.2% | -1.0% | -49.2% | -50.1% |
| YTD | +52.5% | -25.8% | +78.3% | +61.0% |
| 1Y | +51.1% | -31.1% | +82.2% | +62.5% |
| 3Y | +50.3% | +32.8% | +17.5% | +28.6% |
| All | +17.7% | +49.1% | -31.4% | -2.7% |
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