+24.1%
LUV vs LDOS
-26.7%
+50.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.5% | -2.2% |
| 7D | +3.1% | -7.1% | +10.2% | +3.6% |
| 30D | -17.4% | -6.1% | -11.4% | -17.0% |
| 3M | -4.9% | +5.6% | -10.5% | -5.0% |
| 6M | -5.7% | -26.9% | +21.2% | -2.2% |
| YTD | -5.2% | -27.9% | +22.7% | +0.2% |
| 1Y | +24.1% | -26.8% | +50.9% | +23.9% |
| All | +24.1% | -26.7% | +50.9% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling