+423.9%
ORLY vs LDOS
+228.4%
+195.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.2% | +1.7% |
| 7D | +0.1% | -3.5% | +3.5% | +1.1% |
| 30D | +6.4% | +9.5% | -3.1% | +3.5% |
| 3M | -0.5% | -6.3% | +5.8% | +1.0% |
| 6M | -0.3% | +2.8% | -3.1% | -2.0% |
| YTD | +0.4% | -26.6% | +27.0% | +8.3% |
| 1Y | -6.7% | -31.3% | +24.6% | +2.7% |
| 3Y | +39.3% | +30.9% | +8.3% | +19.2% |
| 5Y | +111.6% | +49.4% | +62.2% | +69.2% |
| All | +423.9% | +228.4% | +195.5% | +247.0% |
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