+3.2%
SLB vs LDOS
+39.7%
-36.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | +0.8% | -5.4% | +6.2% | +2.1% |
| 30D | +15.8% | +4.9% | +10.9% | +14.5% |
| 3M | -0.3% | +7.2% | -7.5% | -2.2% |
| 6M | +21.3% | -24.2% | +45.6% | +28.2% |
| YTD | +52.3% | -25.8% | +78.1% | +60.5% |
| 1Y | +63.6% | -24.7% | +88.3% | +71.7% |
| All | +3.2% | +39.7% | -36.5% | -8.0% |
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