-16.8%
OPEN vs LDOS
+39.7%
-56.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | -4.3% | -5.4% | +1.2% | -2.7% |
| 30D | -16.2% | +4.9% | -21.1% | -17.7% |
| 3M | -36.4% | +7.2% | -43.5% | -37.9% |
| 6M | -35.5% | -24.2% | -11.2% | -29.0% |
| YTD | -46.0% | -25.8% | -20.2% | -40.3% |
| 1Y | -47.1% | -24.7% | -22.4% | -41.7% |
| All | -16.8% | +39.7% | -56.5% | -3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling