+2,547.4%
LRCX vs LDOS
+254.8%
+2,292.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | -3.6% | +1.9% | -5.5% | -4.4% |
| 30D | -30.3% | +12.8% | -43.0% | -34.1% |
| 3M | -27.3% | -1.0% | -26.3% | -28.0% |
| 6M | -24.2% | +6.2% | -30.4% | -28.3% |
| YTD | +30.3% | -23.2% | +53.5% | +41.8% |
| 1Y | +34.3% | -29.5% | +63.8% | +52.8% |
| 3Y | +232.6% | +37.1% | +195.6% | +151.3% |
| 5Y | +286.2% | +55.6% | +230.6% | +161.1% |
| 10Y | +2,547.4% | +249.4% | +2,298.0% | +1,027.9% |
| All | +2,547.4% | +254.8% | +2,292.6% | +1,027.9% |
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