+423.5%
LIN vs LDOS
+256.7%
+166.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +3.6% | -3.7% | +7.3% | +4.7% |
| 30D | +6.4% | +16.4% | -10.0% | +1.7% |
| 3M | +6.5% | +7.4% | -0.9% | +3.8% |
| 6M | +4.9% | -0.3% | +5.2% | +4.0% |
| YTD | +23.4% | -24.0% | +47.5% | +31.7% |
| 1Y | +26.3% | -29.6% | +55.9% | +38.2% |
| 3Y | +38.0% | +35.1% | +2.9% | +16.0% |
| 5Y | +68.0% | +52.9% | +15.1% | +31.8% |
| All | +423.5% | +256.7% | +166.8% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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