+50.3%
CDE vs LDOS
+262.7%
-212.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +5.6% |
| 7D | +23.5% | -5.8% | +29.3% | +25.7% |
| 30D | -4.0% | +11.6% | -15.5% | -7.6% |
| 3M | -5.4% | -1.0% | -4.4% | -5.8% |
| 6M | -11.3% | +5.1% | -16.3% | -14.1% |
| YTD | -7.6% | -24.0% | +16.4% | -0.4% |
| 1Y | +12.1% | -30.3% | +42.4% | +24.6% |
| 3Y | +652.0% | +37.0% | +615.0% | +534.3% |
| 5Y | +137.3% | +53.4% | +83.9% | +89.3% |
| 10Y | +50.3% | +252.0% | -201.7% | +28.6% |
| All | +50.3% | +262.7% | -212.4% | +28.6% |
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