-52.0%
SOUN vs LDOS
+30.1%
-82.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.1% | -5.9% | -6.8% |
| 7D | -15.5% | -3.5% | -12.0% | -13.8% |
| 30D | -26.2% | +9.5% | -35.8% | -30.4% |
| 3M | -51.4% | -6.3% | -45.1% | -49.9% |
| 6M | -55.3% | +2.8% | -58.1% | -56.6% |
| YTD | -63.9% | -26.6% | -37.2% | -57.0% |
| 1Y | -72.8% | -31.3% | -41.5% | -66.3% |
| 3Y | +101.1% | +30.9% | +70.2% | +61.4% |
| All | -52.0% | +30.1% | -82.1% | -56.7% |
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