+254.5%
CB vs LDOS
+256.7%
-2.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +2.6% | -3.7% | +6.3% | +3.7% |
| 30D | +11.2% | +16.4% | -5.2% | +5.9% |
| 3M | +5.7% | +7.4% | -1.7% | +2.8% |
| 6M | +15.9% | -0.3% | +16.3% | +14.9% |
| YTD | +20.2% | -24.0% | +44.2% | +28.5% |
| 1Y | +32.4% | -29.6% | +62.0% | +45.3% |
| 3Y | +75.5% | +35.1% | +40.4% | +44.0% |
| 5Y | +105.5% | +52.9% | +52.6% | +56.4% |
| All | +254.5% | +256.7% | -2.2% | +117.3% |
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 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