+549.2%
NUE vs LDOS
+274.0%
+275.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | +4.2% | -5.4% | +9.6% | +6.5% |
| 30D | -5.0% | +4.9% | -9.9% | -7.3% |
| 3M | -0.2% | +7.2% | -7.4% | -3.8% |
| 6M | +49.1% | -24.2% | +73.4% | +65.4% |
| YTD | +61.0% | -25.8% | +86.8% | +77.9% |
| 1Y | +82.5% | -24.7% | +107.2% | +99.5% |
| 3Y | +57.9% | +39.3% | +18.6% | +23.5% |
| 5Y | +146.6% | +43.3% | +103.3% | +86.5% |
| All | +549.2% | +274.0% | +275.1% | +176.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling