+145.0%
NUE vs LDOS
+43.9%
+101.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | +4.2% | -5.4% | +9.6% | +5.7% |
| 30D | -5.0% | +4.9% | -9.9% | -6.6% |
| 3M | -0.2% | +7.2% | -7.4% | -2.7% |
| 6M | +49.1% | -24.2% | +73.4% | +60.3% |
| YTD | +61.0% | -25.8% | +86.8% | +72.5% |
| 1Y | +82.5% | -24.7% | +107.2% | +94.0% |
| 3Y | +57.9% | +39.3% | +18.6% | +28.5% |
| All | +145.0% | +43.9% | +101.2% | +93.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling