+1,490.3%
LSCC vs LDOS
+241.3%
+1,249.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -2.4% | +12.8% | +11.0% |
| 7D | +14.5% | -1.3% | +15.8% | +14.8% |
| 30D | -0.1% | +10.1% | -10.2% | -3.6% |
| 3M | -2.7% | -4.7% | +2.0% | -2.4% |
| 6M | -4.8% | +5.6% | -10.4% | -8.2% |
| YTD | +66.9% | -25.1% | +91.9% | +77.7% |
| 1Y | +85.8% | -31.7% | +117.5% | +105.1% |
| 3Y | +115.6% | +33.7% | +81.9% | +80.7% |
| 5Y | +48.8% | +54.4% | -5.6% | +14.5% |
| 10Y | +1,490.3% | +236.4% | +1,253.9% | +873.1% |
| All | +1,490.3% | +241.3% | +1,249.0% | +873.1% |
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 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