+1,242.9%
CDNS vs LDOS
+262.7%
+980.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.3% | +2.9% | +4.4% |
| 7D | +2.1% | -5.8% | +8.0% | +4.3% |
| 30D | -4.6% | +11.6% | -16.2% | -8.6% |
| 3M | -0.8% | -1.0% | +0.2% | -1.1% |
| 6M | -7.2% | +5.1% | -12.3% | -10.2% |
| YTD | +7.7% | -24.0% | +31.7% | +17.2% |
| 1Y | +3.5% | -30.3% | +33.8% | +16.6% |
| 3Y | +31.2% | +37.0% | -5.7% | +9.7% |
| 5Y | +84.5% | +53.4% | +31.2% | +43.5% |
| 10Y | +1,242.9% | +252.0% | +990.9% | +610.4% |
| All | +1,242.9% | +262.7% | +980.2% | +610.4% |
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