+2,480.3%
TQQQ vs LDOS
+241.3%
+2,239.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -2.4% | +9.3% | +8.9% |
| 7D | -2.9% | -1.3% | -1.6% | -2.0% |
| 30D | -24.1% | +10.1% | -34.2% | -31.2% |
| 3M | -17.1% | -4.7% | -12.5% | -16.1% |
| 6M | -21.1% | +5.6% | -26.7% | -29.1% |
| YTD | +15.3% | -25.1% | +40.4% | +36.5% |
| 1Y | +8.9% | -31.7% | +40.6% | +41.3% |
| 3Y | +206.3% | +33.7% | +172.6% | +80.1% |
| 5Y | +58.5% | +54.4% | +4.1% | -23.6% |
| 10Y | +2,480.3% | +236.4% | +2,243.9% | +613.7% |
| All | +2,480.3% | +241.3% | +2,239.0% | +613.7% |
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 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