+440.7%
LIN vs LDOS
+257.0%
+183.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.4% |
| 7D | +3.3% | -2.8% | +6.1% | +4.1% |
| 30D | +8.8% | +13.6% | -4.8% | +4.7% |
| 3M | +8.6% | +4.2% | +4.4% | +6.8% |
| 6M | +7.0% | -8.2% | +15.2% | +8.7% |
| YTD | +24.3% | -24.1% | +48.4% | +32.7% |
| 1Y | +27.3% | -31.2% | +58.5% | +40.3% |
| 3Y | +38.9% | +35.0% | +3.9% | +16.8% |
| 5Y | +69.4% | +52.6% | +16.7% | +32.9% |
| 10Y | +440.7% | +261.9% | +178.9% | +225.5% |
| All | +440.7% | +257.0% | +183.8% | +225.5% |
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