+83.3%
QQQ vs LDOS
+30.5%
+52.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +3.6% | -1.6% | +5.2% | +3.8% |
| 30D | -6.7% | +8.2% | -15.0% | -7.6% |
| 3M | -7.0% | -8.2% | +1.1% | -6.3% |
| 6M | -4.7% | +5.8% | -10.5% | -5.4% |
| YTD | +11.1% | -27.0% | +38.0% | +15.9% |
| 1Y | +12.3% | -31.0% | +43.3% | +18.5% |
| 3Y | +83.3% | +29.3% | +54.0% | +80.0% |
| All | +83.3% | +30.5% | +52.8% | +80.0% |
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