+275.4%
LDOS vs RRC
+10.9%
+264.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -5.4% | +1.3% | -6.7% | -5.5% |
| 30D | +4.9% | +10.1% | -5.2% | +4.0% |
| 3M | +7.2% | +4.0% | +3.2% | +6.8% |
| 6M | -24.2% | +1.6% | -25.8% | -24.5% |
| YTD | -25.8% | +19.7% | -45.5% | -27.1% |
| 1Y | -24.7% | +21.4% | -46.1% | -26.2% |
| 3Y | +39.3% | +29.7% | +9.6% | +34.7% |
| 5Y | +43.3% | +153.9% | -110.6% | +29.7% |
| All | +275.4% | +10.9% | +264.5% | +254.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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