+252.0%
LDOS vs SIRI
0.0%
+252.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.2% |
| 7D | -5.8% | +11.4% | -17.2% | -7.7% |
| 30D | +11.6% | +24.2% | -12.7% | +7.3% |
| 3M | -1.0% | +11.1% | -12.1% | -3.1% |
| 6M | +5.1% | +23.9% | -18.8% | +0.7% |
| YTD | -24.0% | +70.0% | -94.1% | -31.6% |
| 1Y | -30.3% | +56.6% | -86.9% | -36.3% |
| 3Y | +37.0% | -21.4% | +58.3% | +37.5% |
| 5Y | +53.4% | -38.3% | +91.7% | +55.1% |
| 10Y | +252.0% | -3.5% | +255.5% | +206.6% |
| All | +252.0% | 0.0% | +252.0% | +206.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling