+11.7%
CCI vs LDOS
+30.5%
-18.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | +2.5% | -1.6% | +4.1% | +2.7% |
| 30D | +14.4% | +8.2% | +6.2% | +13.6% |
| 3M | +21.7% | -8.2% | +29.9% | +22.4% |
| 6M | +4.0% | +5.8% | -1.8% | +3.1% |
| YTD | +6.2% | -27.0% | +33.2% | +7.0% |
| 1Y | +5.4% | -31.0% | +36.4% | +6.6% |
| 3Y | +11.7% | +29.3% | -17.5% | +6.7% |
| All | +11.7% | +30.5% | -18.7% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling