-29.5%
LDOS vs EVRG
+20.4%
-49.9%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | +1.9% | +3.5% | -1.6% | +1.1% |
| 30D | +12.8% | +9.2% | +3.5% | +11.0% |
| 3M | -1.0% | +8.6% | -9.7% | -2.5% |
| 6M | +6.2% | +10.0% | -3.8% | +5.2% |
| YTD | -23.2% | +25.1% | -48.3% | -22.0% |
| 1Y | -29.5% | +19.5% | -49.0% | -28.0% |
| All | -29.5% | +20.4% | -49.9% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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