+2,840.4%
TQQQ vs LDOS
+260.1%
+2,580.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +2.2% |
| 7D | +4.4% | -7.1% | +11.5% | +11.0% |
| 30D | -3.1% | -6.1% | +3.0% | +1.8% |
| 3M | -5.2% | +5.6% | -10.8% | -12.3% |
| 6M | +52.4% | -26.9% | +79.3% | +94.3% |
| YTD | +37.4% | -27.9% | +65.3% | +72.1% |
| 1Y | +56.0% | -26.8% | +82.8% | +90.9% |
| 3Y | +268.7% | +39.6% | +229.1% | +111.4% |
| 5Y | +101.2% | +39.4% | +61.9% | +11.3% |
| 10Y | +2,840.4% | +260.0% | +2,580.4% | +786.8% |
| All | +2,840.4% | +260.1% | +2,580.3% | +786.8% |
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