+19.5%
NXPI vs LDOS
+52.0%
-32.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.1% | -7.9% | -7.8% |
| 7D | -8.1% | -3.7% | -4.4% | -7.6% |
| 30D | 0.0% | +16.4% | -16.4% | -3.0% |
| 3M | +6.2% | +7.4% | -1.2% | +4.3% |
| 6M | -15.7% | -0.3% | -15.4% | -15.8% |
| YTD | +14.1% | -24.0% | +38.1% | +20.3% |
| 1Y | +18.2% | -29.6% | +47.8% | +27.4% |
| 3Y | +42.0% | +35.1% | +6.9% | +24.3% |
| 5Y | +19.5% | +52.9% | -33.4% | +0.3% |
| All | +19.5% | +52.0% | -32.5% | +0.3% |
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