+38.9%
ORLY vs LDOS
+30.5%
+8.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +2.6% | -1.6% | +4.2% | +2.8% |
| 30D | +6.3% | +8.2% | -1.9% | +5.2% |
| 3M | -0.4% | -8.2% | +7.8% | +0.5% |
| 6M | +2.8% | +5.8% | -3.1% | +1.7% |
| YTD | +1.1% | -27.0% | +28.0% | +4.1% |
| 1Y | -6.3% | -31.0% | +24.7% | -2.9% |
| 3Y | +38.9% | +29.3% | +9.6% | +26.0% |
| All | +38.9% | +30.5% | +8.4% | +26.0% |
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 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