+96.8%
LYV vs LDOS
+38.1%
+58.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | -5.3% | -4.2% | -1.1% | -4.6% |
| 30D | -7.9% | -7.9% | -0.1% | -6.6% |
| 3M | +4.5% | +4.1% | +0.4% | +3.3% |
| 6M | +2.5% | -28.2% | +30.7% | +9.6% |
| YTD | +19.3% | -28.5% | +47.8% | +26.9% |
| 1Y | -0.2% | -27.7% | +27.5% | +5.9% |
| 3Y | +110.0% | +38.4% | +71.6% | +79.9% |
| 5Y | +96.8% | +38.0% | +58.8% | +66.3% |
| All | +96.8% | +38.1% | +58.7% | +66.3% |
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