-45.2%
SOFI vs LDOS
-30.4%
-14.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.3% | +1.0% | +2.7% |
| 7D | +0.9% | -5.8% | +6.7% | +2.5% |
| 30D | +6.0% | +11.6% | -5.6% | +2.2% |
| 3M | -8.9% | -1.0% | -7.9% | -9.0% |
| 6M | +6.3% | +5.1% | +1.3% | +5.0% |
| YTD | -36.0% | -24.0% | -12.0% | -29.7% |
| All | -45.2% | -30.4% | -14.8% | -32.5% |
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