+47.6%
LDOS vs NIO
-92.1%
+139.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.9% | -8.2% | -2.5% |
| 7D | -7.2% | +5.6% | -12.8% | -7.3% |
| 30D | +16.8% | -4.2% | +21.1% | +17.0% |
| 3M | -1.6% | -26.3% | +24.7% | -0.8% |
| 6M | -1.0% | -42.5% | +41.6% | +0.4% |
| YTD | -25.8% | -33.5% | +7.8% | -25.2% |
| 1Y | -31.1% | -52.7% | +21.6% | -29.7% |
| 3Y | +32.8% | -57.5% | +90.3% | +33.8% |
| All | +47.6% | -92.1% | +139.7% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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