+130.9%
SOUN vs LDOS
+32.3%
+98.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -2.3% |
| 7D | -2.6% | -7.2% | +4.6% | +1.3% |
| 30D | -27.0% | +16.8% | -43.8% | -33.8% |
| 3M | -41.9% | -1.6% | -40.4% | -41.8% |
| 6M | -56.1% | -1.0% | -55.2% | -56.2% |
| YTD | -58.8% | -25.8% | -33.0% | -50.6% |
| 1Y | -71.1% | -31.1% | -40.0% | -63.8% |
| 3Y | +130.9% | +32.8% | +98.1% | +25.9% |
| All | +130.9% | +32.3% | +98.6% | +25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling