+71.2%
UBER vs LDOS
+101.2%
-30.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.4% | +3.0% |
| 7D | +6.7% | -5.8% | +12.5% | +8.7% |
| 30D | -0.5% | +11.6% | -12.0% | -4.2% |
| 3M | -5.1% | -1.0% | -4.1% | -5.2% |
| 6M | -5.7% | +5.1% | -10.7% | -8.1% |
| YTD | -12.9% | -24.0% | +11.1% | -5.9% |
| 1Y | -22.6% | -30.3% | +7.6% | -13.8% |
| 3Y | +42.2% | +37.0% | +5.2% | +19.7% |
| 5Y | +56.4% | +53.4% | +3.0% | +20.2% |
| All | +71.2% | +101.2% | -30.0% | -6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling