+15.2%
PLD vs LDOS
+43.9%
-28.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -0.8% |
| 7D | -2.4% | -5.4% | +3.0% | -1.3% |
| 30D | -2.4% | +4.9% | -7.3% | -3.5% |
| 3M | -3.8% | +7.2% | -11.0% | -5.6% |
| 6M | 0.0% | -24.2% | +24.3% | +6.4% |
| YTD | +9.2% | -25.8% | +35.0% | +16.0% |
| 1Y | +25.9% | -24.7% | +50.6% | +32.9% |
| 3Y | +21.3% | +39.3% | -18.0% | +0.5% |
| All | +15.2% | +43.9% | -28.7% | -6.2% |
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