-43.2%
SOUN vs LDOS
+34.8%
-78.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -2.3% | -3.7% | +1.4% | -0.5% |
| 30D | -25.5% | +16.4% | -41.9% | -32.3% |
| 3M | -33.7% | +7.4% | -41.2% | -36.7% |
| 6M | -53.4% | -0.3% | -53.1% | -53.8% |
| YTD | -57.3% | -24.0% | -33.3% | -50.1% |
| 1Y | -72.9% | -29.6% | -43.3% | -66.9% |
| 3Y | +131.5% | +35.1% | +96.4% | +82.6% |
| All | -43.2% | +34.8% | -78.0% | -49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling