+250.0%
EQX vs LDOS
+183.7%
+66.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | -1.4% | -5.4% | +4.0% | -0.7% |
| 30D | +24.4% | +4.9% | +19.5% | +23.5% |
| 3M | +11.6% | +7.2% | +4.4% | +10.2% |
| 6M | -25.0% | -24.2% | -0.7% | -22.6% |
| YTD | -8.4% | -25.8% | +17.4% | -5.4% |
| 1Y | +43.4% | -24.7% | +68.1% | +47.6% |
| 3Y | +162.0% | +39.3% | +122.7% | +144.7% |
| 5Y | +70.1% | +43.3% | +26.8% | +57.0% |
| All | +250.0% | +183.7% | +66.4% | +576.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling