+549.4%
LYV vs LDOS
+265.7%
+283.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.6% | +0.3% |
| 7D | -1.9% | -3.1% | +1.2% | -0.7% |
| 30D | -8.2% | -8.2% | 0.0% | -5.2% |
| 3M | -1.3% | +5.9% | -7.2% | -4.6% |
| 6M | +2.6% | -25.2% | +27.8% | +14.3% |
| YTD | +19.4% | -28.1% | +47.5% | +33.6% |
| 1Y | -2.2% | -29.7% | +27.4% | +10.2% |
| 3Y | +106.0% | +39.0% | +67.0% | +58.5% |
| 5Y | +97.7% | +41.3% | +56.3% | +45.3% |
| All | +549.4% | +265.7% | +283.8% | +258.7% |
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