+39.6%
CDE vs LDOS
+260.1%
-220.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -1.8% |
| 7D | +2.3% | -7.1% | +9.4% | +4.7% |
| 30D | +18.8% | -6.1% | +24.9% | +21.0% |
| 3M | +23.5% | +5.6% | +17.9% | +20.0% |
| 6M | -8.6% | -26.9% | +18.3% | +0.6% |
| YTD | +16.0% | -27.9% | +43.9% | +28.0% |
| 1Y | +42.1% | -26.8% | +68.9% | +55.2% |
| 3Y | +835.9% | +39.6% | +796.3% | +682.5% |
| 5Y | +197.6% | +39.4% | +158.2% | +146.3% |
| 10Y | +39.6% | +260.0% | -220.4% | -6.3% |
| All | +39.6% | +260.1% | -220.6% | -6.3% |
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