+281.1%
UNP vs LDOS
+228.4%
+52.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.4% |
| 7D | +2.1% | -3.5% | +5.6% | +3.3% |
| 30D | +7.7% | +9.5% | -1.8% | +4.4% |
| 3M | +4.0% | -6.3% | +10.3% | +5.9% |
| 6M | +15.7% | +2.8% | +12.9% | +13.4% |
| YTD | +33.5% | -26.6% | +60.1% | +45.4% |
| 1Y | +38.9% | -31.3% | +70.2% | +55.1% |
| 3Y | +53.7% | +30.9% | +22.7% | +27.7% |
| 5Y | +40.4% | +49.4% | -8.9% | +7.6% |
| All | +281.1% | +228.4% | +52.7% | +119.5% |
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