+2,239.3%
TQQQ vs LDOS
+262.7%
+1,976.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.3% | +7.9% | +8.2% |
| 7D | -3.2% | -5.8% | +2.7% | +1.4% |
| 30D | -29.2% | +11.6% | -40.7% | -36.3% |
| 3M | -22.5% | -1.0% | -21.5% | -23.9% |
| 6M | -24.2% | +5.1% | -29.2% | -31.3% |
| YTD | +9.9% | -24.0% | +33.9% | +28.8% |
| 1Y | +9.7% | -30.3% | +40.0% | +39.9% |
| 3Y | +211.3% | +37.0% | +174.3% | +79.7% |
| 5Y | +45.6% | +53.4% | -7.8% | -28.7% |
| 10Y | +2,239.3% | +252.0% | +1,987.3% | +612.6% |
| All | +2,239.3% | +262.7% | +1,976.6% | +612.6% |
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