+27.3%
LODE vs SPY
+19.4%
+7.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | +0.2% |
| 7D | -6.4% | +0.5% | -6.9% | -7.6% |
| 30D | -4.6% | -0.9% | -3.7% | -2.7% |
| 3M | -22.8% | +3.9% | -26.7% | -29.4% |
| 6M | -5.8% | +14.5% | -20.3% | -32.4% |
| YTD | -18.1% | +12.9% | -31.0% | -38.3% |
| 1Y | +27.3% | +19.4% | +7.9% | -23.2% |
| All | +27.3% | +19.4% | +7.9% | -23.2% |
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