+21.3%
CCL vs LDOS
+52.0%
-30.7%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.1% | -5.6% | -5.6% |
| 7D | +2.6% | -3.7% | +6.3% | +3.7% |
| 30D | +11.3% | +16.4% | -5.1% | +6.5% |
| 3M | +0.3% | +7.4% | -7.2% | -2.3% |
| 6M | +16.1% | -0.3% | +16.5% | +15.6% |
| YTD | -1.6% | -24.0% | +22.5% | +6.0% |
| 1Y | +11.8% | -29.6% | +41.3% | +23.7% |
| 3Y | +139.6% | +35.1% | +104.4% | +96.7% |
| 5Y | +21.3% | +52.9% | -31.6% | -2.7% |
| All | +21.3% | +52.0% | -30.7% | -2.7% |
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 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