-89.3%
SQQQ vs LMT
+34.5%
-123.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.5% |
| 7D | +1.8% | -0.2% | +2.0% | +1.8% |
| 30D | +4.2% | -13.1% | +17.2% | +4.8% |
| 3M | -3.3% | -3.9% | +0.6% | -3.8% |
| 6M | -43.6% | -18.3% | -25.4% | -44.4% |
| YTD | -41.9% | +10.3% | -52.2% | -41.9% |
| 1Y | -50.6% | +14.2% | -64.9% | -50.7% |
| 3Y | -89.3% | +35.0% | -124.3% | -89.0% |
| All | -89.3% | +34.5% | -123.8% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 3y: compounded portfolio wealth divided by compounded LMT 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…
3y analysis · Full analysis span regression · 6 months rolling