+42.7%
OXY vs LDOS
-31.2%
+73.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.3% |
| 7D | -11.9% | -7.2% | -4.7% | -11.2% |
| 30D | -3.1% | +16.8% | -20.0% | -4.9% |
| 3M | +1.1% | -1.6% | +2.7% | +0.9% |
| 6M | +3.2% | -1.0% | +4.2% | +4.1% |
| YTD | +39.0% | -25.8% | +64.8% | +42.3% |
| 1Y | +42.7% | -31.1% | +73.8% | +49.9% |
| All | +42.7% | -31.2% | +73.9% | +49.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling