+246.2%
LRCX vs LDOS
+49.1%
+197.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -2.3% | +10.5% | +8.6% |
| 7D | -16.2% | -7.2% | -9.0% | -15.3% |
| 30D | -39.2% | +16.8% | -56.0% | -41.0% |
| 3M | -34.4% | -1.6% | -32.8% | -34.5% |
| 6M | -32.4% | -1.0% | -31.5% | -32.2% |
| YTD | +17.4% | -25.8% | +43.2% | +26.8% |
| 1Y | +24.2% | -31.1% | +55.2% | +37.5% |
| 3Y | +221.6% | +32.8% | +188.8% | +176.5% |
| All | +246.2% | +49.1% | +197.0% | +180.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling