+85.0%
UBER vs LDOS
+43.9%
+41.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -3.9% | -5.4% | +1.5% | -3.0% |
| 30D | +11.1% | +4.9% | +6.2% | +10.2% |
| 3M | +4.9% | +7.2% | -2.3% | +3.4% |
| 6M | -1.2% | -24.2% | +23.1% | +3.4% |
| YTD | -7.3% | -25.8% | +18.5% | -3.0% |
| 1Y | -17.6% | -24.7% | +7.1% | -14.0% |
| 3Y | +61.1% | +39.3% | +21.8% | +57.0% |
| All | +85.0% | +43.9% | +41.1% | +71.3% |
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