+267.0%
RTX vs LDOS
+248.5%
+18.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.2% |
| 7D | -5.1% | -7.2% | +2.1% | -2.2% |
| 30D | +5.1% | +16.8% | -11.7% | -2.1% |
| 3M | -14.8% | -1.6% | -13.2% | -14.7% |
| 6M | +8.0% | -1.0% | +9.0% | +7.0% |
| YTD | +4.5% | -25.8% | +30.2% | +16.1% |
| 1Y | +9.8% | -31.1% | +40.9% | +26.5% |
| 3Y | +144.2% | +32.8% | +111.4% | +91.0% |
| 5Y | +131.4% | +49.4% | +82.0% | +65.8% |
| All | +267.0% | +248.5% | +18.6% | +90.1% |
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