+260.0%
LDOS vs SIRI
-13.0%
+272.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.8% |
| 7D | -7.1% | +4.3% | -11.4% | -7.9% |
| 30D | -6.1% | -2.8% | -3.2% | -5.7% |
| 3M | +5.6% | +5.9% | -0.3% | +4.3% |
| 6M | -26.9% | +31.9% | -58.8% | -30.9% |
| YTD | -27.9% | +48.7% | -76.6% | -33.5% |
| 1Y | -26.8% | +23.2% | -50.0% | -30.3% |
| 3Y | +39.6% | -23.9% | +63.5% | +39.1% |
| 5Y | +39.4% | -43.4% | +82.8% | +41.3% |
| 10Y | +260.0% | -13.6% | +273.6% | +200.3% |
| All | +260.0% | -13.0% | +272.9% | +200.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SIRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling