+15.7%
OXY vs LDOS
+241.3%
-225.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.8% |
| 7D | -0.2% | -1.3% | +1.2% | +0.4% |
| 30D | -6.4% | +10.1% | -16.5% | -11.0% |
| 3M | -2.6% | -4.7% | +2.0% | -1.2% |
| 6M | +4.8% | +5.6% | -0.8% | -0.1% |
| YTD | +41.2% | -25.1% | +66.2% | +57.7% |
| 1Y | +39.5% | -31.7% | +71.2% | +63.7% |
| 3Y | -0.8% | +33.7% | -34.5% | -26.2% |
| 5Y | +91.6% | +54.4% | +37.2% | +26.9% |
| 10Y | +15.7% | +236.4% | -220.7% | -31.0% |
| All | +15.7% | +241.3% | -225.5% | -31.0% |
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