+2,022.6%
STRL vs LDOS
+43.9%
+1,978.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.2% | +5.6% |
| 7D | +3.4% | -5.4% | +8.8% | +4.6% |
| 30D | -9.2% | +4.9% | -14.1% | -10.2% |
| 3M | -51.0% | +7.2% | -58.2% | -51.9% |
| 6M | +15.8% | -24.2% | +40.0% | +28.0% |
| YTD | +58.9% | -25.8% | +84.7% | +75.2% |
| 1Y | +68.5% | -24.7% | +93.2% | +84.8% |
| 3Y | +485.2% | +39.3% | +445.9% | +393.1% |
| All | +2,022.6% | +43.9% | +1,978.7% | +1,651.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling