+928.6%
WDC vs LDOS
+43.9%
+884.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.3% | +5.8% |
| 7D | +1.7% | -5.4% | +7.2% | +2.2% |
| 30D | -10.0% | +4.9% | -14.8% | -10.5% |
| 3M | -18.8% | +7.2% | -25.9% | -18.9% |
| 6M | +79.0% | -24.2% | +103.3% | +92.2% |
| YTD | +171.6% | -25.8% | +197.4% | +191.0% |
| 1Y | +417.4% | -24.7% | +442.1% | +451.7% |
| 3Y | +1,251.8% | +39.3% | +1,212.5% | +1,086.8% |
| All | +928.6% | +43.9% | +884.7% | +759.0% |
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