+5.4%
NEE vs LDOS
-30.4%
+35.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.2% |
| 7D | +2.2% | -5.8% | +8.0% | +2.3% |
| 30D | +12.3% | +11.6% | +0.7% | +12.1% |
| 3M | +3.4% | -1.0% | +4.4% | +3.3% |
| 6M | -5.3% | +5.1% | -10.4% | -5.9% |
| YTD | +10.6% | -24.0% | +34.6% | +9.4% |
| All | +5.4% | -30.4% | +35.8% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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