-42.4%
CHTR vs LDOS
-30.4%
-12.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.3% | +1.8% |
| 7D | +4.9% | -5.8% | +10.7% | +7.0% |
| 30D | +17.2% | +11.6% | +5.7% | +12.9% |
| 3M | -20.6% | -1.0% | -19.6% | -20.5% |
| 6M | -21.7% | +5.1% | -26.8% | -23.6% |
| YTD | -41.9% | -24.0% | -17.9% | -38.8% |
| All | -42.4% | -30.4% | -12.0% | -39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling