+236.4%
LDOS vs BIDU
-50.9%
+287.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -1.3% | -0.8% | -0.5% | -1.3% |
| 30D | +10.1% | -5.4% | +15.5% | +10.6% |
| 3M | -4.7% | -24.7% | +20.1% | -2.4% |
| 6M | +5.6% | -45.3% | +50.9% | +10.9% |
| YTD | -25.1% | -39.0% | +13.9% | -22.4% |
| 1Y | -31.7% | -39.6% | +7.9% | -29.3% |
| 3Y | +33.7% | -24.7% | +58.4% | +33.3% |
| 5Y | +54.4% | -52.3% | +106.7% | +57.2% |
| 10Y | +236.4% | -51.1% | +287.5% | +202.1% |
| All | +236.4% | -50.9% | +287.3% | +202.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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