+49.5%
UBER vs LDOS
+49.1%
+0.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.1% |
| 7D | +5.1% | -7.2% | +12.3% | +6.5% |
| 30D | +0.2% | +16.8% | -16.6% | -2.7% |
| 3M | -2.7% | -1.6% | -1.1% | -2.6% |
| 6M | -13.4% | -1.0% | -12.4% | -13.6% |
| YTD | -16.1% | -25.8% | +9.7% | -12.2% |
| 1Y | -25.5% | -31.1% | +5.5% | -21.1% |
| 3Y | +42.5% | +32.8% | +9.7% | +38.7% |
| All | +49.5% | +49.1% | +0.3% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling