+51.2%
SOXL vs LDOS
-31.4%
+82.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | -2.4% | +20.2% | +16.6% |
| 7D | -1.0% | -1.3% | +0.3% | -1.6% |
| 30D | -48.6% | +10.1% | -58.7% | -46.1% |
| 3M | -50.3% | -4.7% | -45.7% | -49.4% |
| 6M | -65.3% | +5.6% | -70.9% | -61.0% |
| YTD | +57.2% | -25.1% | +82.3% | +72.8% |
| All | +51.2% | -31.4% | +82.6% | +79.4% |
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