+67.6%
UBER vs LDOS
+93.5%
-25.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +1.0% |
| 7D | +1.6% | -1.6% | +3.2% | +2.1% |
| 30D | +0.6% | +8.2% | -7.7% | -2.3% |
| 3M | -8.2% | -8.2% | 0.0% | -5.9% |
| 6M | -6.7% | +5.8% | -12.5% | -9.4% |
| YTD | -14.7% | -27.0% | +12.3% | -6.7% |
| 1Y | -24.1% | -31.0% | +6.9% | -15.2% |
| 3Y | +33.4% | +29.3% | +4.1% | +14.6% |
| 5Y | +54.5% | +48.7% | +5.7% | +19.7% |
| All | +67.6% | +93.5% | -25.8% | -6.7% |
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 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