+221.6%
LRCX vs LDOS
+32.3%
+189.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.3% | +10.5% | +8.3% |
| 7D | -16.2% | -7.2% | -9.0% | -15.9% |
| 30D | -39.2% | +16.8% | -56.0% | -40.0% |
| 3M | -34.4% | -1.6% | -32.8% | -34.3% |
| 6M | -32.4% | -1.0% | -31.5% | -31.2% |
| YTD | +17.4% | -25.8% | +43.2% | +27.4% |
| 1Y | +24.2% | -31.1% | +55.2% | +38.1% |
| 3Y | +221.6% | +32.8% | +188.8% | +192.1% |
| All | +221.6% | +32.3% | +189.3% | +192.1% |
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