+355.3%
SOXL vs LDOS
-26.7%
+382.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.9% | +8.0% | +4.6% |
| 7D | +16.4% | -7.1% | +23.5% | +14.9% |
| 30D | -12.1% | -6.1% | -6.1% | -13.0% |
| 3M | -41.7% | +5.6% | -47.3% | -37.7% |
| 6M | +157.4% | -26.9% | +184.3% | +190.7% |
| YTD | +193.3% | -27.9% | +221.2% | +223.1% |
| 1Y | +355.3% | -26.8% | +382.1% | +390.4% |
| All | +355.3% | -26.7% | +382.1% | +390.4% |
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