+7,018.7%
LRCX vs LDOS
+494.7%
+6,523.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +4.9% |
| 7D | +1.9% | -5.4% | +7.3% | +4.4% |
| 30D | +0.1% | +4.9% | -4.8% | -2.5% |
| 3M | -8.5% | +7.2% | -15.7% | -12.9% |
| 6M | +38.1% | -24.2% | +62.3% | +53.2% |
| YTD | +80.1% | -25.8% | +105.9% | +99.4% |
| 1Y | +208.1% | -24.7% | +232.8% | +238.2% |
| 3Y | +350.2% | +39.3% | +310.9% | +251.7% |
| 5Y | +430.7% | +43.3% | +387.4% | +297.2% |
| 10Y | +3,633.2% | +278.6% | +3,354.6% | +1,632.3% |
| All | +7,018.7% | +494.7% | +6,523.9% | +2,352.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling