+269.0%
RTX vs LDOS
+241.3%
+27.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +1.6% |
| 7D | +1.4% | -1.3% | +2.8% | +2.0% |
| 30D | +7.8% | +10.1% | -2.3% | +3.1% |
| 3M | -9.8% | -4.7% | -5.1% | -8.4% |
| 6M | +13.5% | +5.6% | +8.0% | +9.3% |
| YTD | +10.9% | -25.1% | +36.0% | +22.8% |
| 1Y | +14.0% | -31.7% | +45.7% | +31.8% |
| 3Y | +159.9% | +33.7% | +126.2% | +102.7% |
| 5Y | +151.7% | +54.4% | +97.3% | +77.1% |
| 10Y | +269.0% | +236.4% | +32.6% | +104.1% |
| All | +269.0% | +241.3% | +27.7% | +104.1% |
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