+93.9%
INTC vs LDOS
+43.9%
+50.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.4% |
| 7D | +7.1% | -5.4% | +12.5% | +7.9% |
| 30D | -5.2% | +4.9% | -10.1% | -6.0% |
| 3M | -14.3% | +7.2% | -21.5% | -15.1% |
| 6M | +110.2% | -24.2% | +134.4% | +122.3% |
| YTD | +159.6% | -25.8% | +185.4% | +174.5% |
| 1Y | +289.3% | -24.7% | +314.0% | +308.6% |
| 3Y | +166.1% | +39.3% | +126.8% | +125.8% |
| All | +93.9% | +43.9% | +50.0% | +57.8% |
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