+1,563.7%
LITE vs LDOS
+39.7%
+1,524.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.5% | +3.9% |
| 7D | -1.5% | -5.4% | +3.9% | -0.9% |
| 30D | +6.7% | +4.9% | +1.8% | +5.7% |
| 3M | -6.8% | +7.2% | -13.9% | -7.1% |
| 6M | +29.4% | -24.2% | +53.7% | +39.0% |
| YTD | +139.1% | -25.8% | +164.9% | +155.6% |
| 1Y | +521.0% | -24.7% | +545.7% | +554.7% |
| All | +1,563.7% | +39.7% | +1,524.0% | +1,324.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling