+138.8%
LNT vs LDOS
+274.0%
-135.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.2% |
| 7D | -0.1% | -5.4% | +5.3% | +1.3% |
| 30D | -3.2% | +4.9% | -8.1% | -4.5% |
| 3M | -4.1% | +7.2% | -11.3% | -6.3% |
| 6M | -4.6% | -24.2% | +19.7% | +1.9% |
| YTD | +7.0% | -25.8% | +32.8% | +14.0% |
| 1Y | +8.3% | -24.7% | +33.0% | +14.6% |
| 3Y | +51.0% | +39.3% | +11.7% | +28.2% |
| 5Y | +30.2% | +43.3% | -13.1% | +8.0% |
| All | +138.8% | +274.0% | -135.2% | +68.9% |
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 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