-87.0%
OPEN vs LDOS
+44.7%
-131.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.3% | -19.5% | -21.0% |
| 7D | -22.2% | -7.2% | -15.0% | -20.0% |
| 30D | -38.3% | +16.8% | -55.2% | -41.5% |
| 3M | -59.4% | -1.6% | -57.8% | -59.2% |
| 6M | -74.4% | -1.0% | -73.4% | -74.4% |
| YTD | -76.0% | -25.8% | -50.2% | -73.5% |
| 1Y | -78.7% | -31.1% | -47.6% | -75.8% |
| 3Y | -30.0% | +32.8% | -62.8% | -39.3% |
| 5Y | -93.7% | +49.4% | -143.1% | -94.8% |
| All | -87.0% | +44.7% | -131.8% | -89.2% |
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