+27.5%
UAL vs LDOS
-27.6%
+55.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.7% | +7.3% | +7.9% |
| 7D | +11.9% | -2.8% | +14.7% | +12.2% |
| 30D | +5.2% | +13.6% | -8.4% | +4.4% |
| 3M | -12.7% | +4.2% | -16.9% | -12.9% |
| 6M | +28.5% | -8.2% | +36.7% | +30.3% |
| YTD | +3.5% | -24.1% | +27.6% | +11.0% |
| 1Y | +27.5% | -31.2% | +58.8% | +36.4% |
| All | +27.5% | -27.6% | +55.2% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling