+653.4%
WDC vs LDOS
+262.7%
+390.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.3% | +7.5% | +9.0% |
| 7D | -14.4% | -5.8% | -8.6% | -12.7% |
| 30D | -27.1% | +11.6% | -38.6% | -30.3% |
| 3M | -33.3% | -1.0% | -32.3% | -33.5% |
| 6M | -39.6% | +5.1% | -44.6% | -42.3% |
| YTD | +68.4% | -24.0% | +92.4% | +83.1% |
| 1Y | +78.2% | -30.3% | +108.4% | +102.3% |
| 3Y | +772.0% | +37.0% | +735.1% | +559.5% |
| 5Y | +584.9% | +53.4% | +531.5% | +365.6% |
| 10Y | +653.4% | +252.0% | +401.5% | +260.3% |
| All | +653.4% | +262.7% | +390.8% | +260.3% |
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