+260.0%
LDOS vs ZBRA
+411.1%
-151.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -2.2% |
| 7D | -7.1% | +2.6% | -9.7% | -7.7% |
| 30D | -6.1% | -6.4% | +0.3% | -4.7% |
| 3M | +5.6% | +51.3% | -45.7% | -4.3% |
| 6M | -26.9% | +60.5% | -87.4% | -35.0% |
| YTD | -27.9% | +45.2% | -73.1% | -34.8% |
| 1Y | -26.8% | +12.3% | -39.1% | -30.1% |
| 3Y | +39.6% | +37.5% | +2.1% | +23.0% |
| 5Y | +39.4% | -39.2% | +78.6% | +47.6% |
| 10Y | +260.0% | +417.0% | -157.0% | +109.1% |
| All | +260.0% | +411.1% | -151.1% | +109.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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