+42.4%
TEL vs LDOS
+48.3%
-5.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | +4.5% | -1.6% | +6.1% | +4.9% |
| 30D | +2.9% | +8.2% | -5.3% | +0.8% |
| 3M | +1.1% | -8.2% | +9.3% | +2.9% |
| 6M | +5.0% | +5.8% | -0.8% | +2.8% |
| YTD | -3.9% | -27.0% | +23.1% | +2.6% |
| 1Y | -7.4% | -31.0% | +23.5% | +0.6% |
| 3Y | +81.0% | +29.3% | +51.7% | +56.8% |
| All | +42.4% | +48.3% | -5.9% | +16.4% |
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