-44.0%
LODE vs SPY
+11.9%
-55.9%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.4% | -12.7% | -12.4% |
| 7D | +20.1% | -0.6% | +20.7% | +18.8% |
| 30D | -24.4% | -3.7% | -20.8% | -19.3% |
| 3M | -48.6% | -2.7% | -45.9% | -46.2% |
| 6M | -43.2% | +2.2% | -45.4% | -46.0% |
| YTD | -55.6% | +10.8% | -66.4% | -64.5% |
| 1Y | -44.0% | +11.2% | -55.2% | -55.1% |
| All | -44.0% | +11.9% | -55.9% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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