+411.8%
CAH vs LDOS
+241.3%
+170.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.7% | +1.0% |
| 7D | +5.9% | -1.3% | +7.2% | +6.3% |
| 30D | +16.5% | +10.1% | +6.4% | +12.8% |
| 3M | +15.7% | -4.7% | +20.4% | +17.0% |
| 6M | +52.7% | +5.6% | +47.1% | +48.2% |
| YTD | +36.3% | -25.1% | +61.4% | +46.8% |
| 1Y | +36.7% | -31.7% | +68.4% | +52.3% |
| 3Y | +178.2% | +33.7% | +144.4% | +130.0% |
| 5Y | +515.8% | +54.4% | +461.4% | +366.4% |
| 10Y | +411.8% | +236.4% | +175.4% | +212.0% |
| All | +411.8% | +241.3% | +170.6% | +212.0% |
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