+87.4%
SYY vs LDOS
+262.7%
-175.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +1.0% |
| 7D | -4.1% | -5.8% | +1.7% | -1.7% |
| 30D | +0.3% | +11.6% | -11.3% | -3.9% |
| 3M | -6.3% | -1.0% | -5.4% | -6.3% |
| 6M | +9.7% | +5.1% | +4.6% | +6.1% |
| YTD | +9.4% | -24.0% | +33.5% | +19.8% |
| 1Y | +7.3% | -30.3% | +37.6% | +22.0% |
| 3Y | +27.6% | +37.0% | -9.3% | -1.2% |
| 5Y | +12.5% | +53.4% | -40.8% | -20.9% |
| 10Y | +87.4% | +252.0% | -164.5% | +11.1% |
| All | +87.4% | +262.7% | -175.3% | +11.1% |
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