+25.1%
SOXL vs LDOS
-30.4%
+55.5%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +22.3% | +2.3% | +19.9% | +23.4% |
| 7D | -17.6% | -5.8% | -11.7% | -19.8% |
| 30D | -59.8% | +11.6% | -71.4% | -57.6% |
| 3M | -59.9% | -1.0% | -58.9% | -58.7% |
| 6M | -68.2% | +5.1% | -73.3% | -64.1% |
| YTD | +33.8% | -24.0% | +57.8% | +48.9% |
| All | +25.1% | -30.4% | +55.5% | +45.5% |
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