-93.6%
OPEN vs LDOS
+49.1%
-142.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.3% | -19.5% | -20.8% |
| 7D | -22.2% | -7.2% | -15.0% | -19.7% |
| 30D | -38.3% | +16.8% | -55.2% | -42.0% |
| 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% | -72.9% |
| 1Y | -78.7% | -31.1% | -47.6% | -75.1% |
| 3Y | -30.0% | +32.8% | -62.8% | -44.5% |
| All | -93.6% | +49.1% | -142.8% | -95.4% |
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