+252.0%
LDOS vs SPXU
-99.5%
+351.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -7.0% | +9.3% | +0.6% |
| 7D | -5.8% | -1.5% | -4.3% | -5.9% |
| 30D | +11.6% | +9.7% | +1.9% | +14.5% |
| 3M | -1.0% | +8.4% | -9.4% | +1.4% |
| 6M | +5.1% | -5.7% | +10.8% | +4.5% |
| YTD | -24.0% | -25.4% | +1.4% | -28.3% |
| 1Y | -30.3% | -28.9% | -1.4% | -34.8% |
| 3Y | +37.0% | -81.2% | +118.1% | -3.8% |
| 5Y | +53.4% | -83.3% | +136.6% | +16.5% |
| 10Y | +252.0% | -99.5% | +351.5% | +22.1% |
| All | +252.0% | -99.5% | +351.5% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling