+96.1%
PSX vs LDOS
-32.8%
+129.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +1.8% |
| 7D | +6.4% | -3.5% | +9.9% | +6.7% |
| 30D | -10.2% | +9.5% | -19.7% | -10.9% |
| 3M | +17.2% | -6.3% | +23.5% | +17.7% |
| 6M | +51.8% | +2.8% | +48.9% | +53.0% |
| YTD | +108.0% | -26.6% | +134.7% | +109.1% |
| 1Y | +96.1% | -31.3% | +127.4% | +103.6% |
| All | +96.1% | -32.8% | +129.0% | +103.6% |
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