+1,380.3%
LITE vs LDOS
+35.2%
+1,345.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.7% | -8.6% | -7.9% |
| 7D | -31.4% | -2.8% | -28.6% | -31.4% |
| 30D | -42.6% | +13.6% | -56.2% | -42.9% |
| 3M | -26.2% | +4.2% | -30.4% | -26.5% |
| 6M | -35.8% | -8.2% | -27.6% | -33.5% |
| YTD | +70.0% | -24.1% | +94.1% | +81.7% |
| 1Y | +232.7% | -31.2% | +264.0% | +268.7% |
| All | +1,380.3% | +35.2% | +1,345.0% | +1,087.9% |
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