+69.4%
LIN vs LDOS
+52.4%
+17.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.5% |
| 7D | +3.3% | -2.8% | +6.1% | +3.7% |
| 30D | +8.8% | +13.6% | -4.8% | +6.6% |
| 3M | +8.6% | +4.2% | +4.4% | +7.7% |
| 6M | +7.0% | -8.2% | +15.2% | +8.3% |
| YTD | +24.3% | -24.1% | +48.4% | +29.6% |
| 1Y | +27.3% | -31.2% | +58.5% | +35.6% |
| 3Y | +38.9% | +35.0% | +3.9% | +22.8% |
| 5Y | +69.4% | +52.6% | +16.7% | +48.1% |
| All | +69.4% | +52.4% | +17.0% | +48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling