+567.0%
WDC vs LDOS
+48.3%
+518.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -5.0% |
| 7D | +12.1% | -1.6% | +13.7% | +12.2% |
| 30D | -18.8% | +8.2% | -27.0% | -19.5% |
| 3M | -39.3% | -8.2% | -31.1% | -39.1% |
| 6M | -40.1% | +5.8% | -46.0% | -40.4% |
| YTD | +71.8% | -27.0% | +98.8% | +84.3% |
| 1Y | +88.5% | -31.0% | +119.5% | +105.5% |
| 3Y | +770.0% | +29.3% | +740.7% | +666.0% |
| All | +567.0% | +48.3% | +518.7% | +440.0% |
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