+9.3%
ZM vs LDOS
-29.6%
+39.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | -1.0% | +1.9% | -2.9% | -1.5% |
| 30D | -7.0% | +12.8% | -19.8% | -10.2% |
| 3M | -15.2% | -1.0% | -14.2% | -15.1% |
| 6M | -16.8% | +6.2% | -23.0% | -18.6% |
| YTD | +5.4% | -23.2% | +28.6% | +9.0% |
| 1Y | +9.3% | -29.5% | +38.8% | +23.4% |
| All | +9.3% | -29.6% | +39.0% | +23.4% |
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