+211.3%
TQQQ vs LDOS
+35.8%
+175.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +2.3% | +7.9% | +9.5% |
| 7D | -3.2% | -5.8% | +2.7% | -1.6% |
| 30D | -29.2% | +11.6% | -40.7% | -31.8% |
| 3M | -22.5% | -1.0% | -21.5% | -22.6% |
| 6M | -24.2% | +5.1% | -29.2% | -25.7% |
| YTD | +9.9% | -24.0% | +33.9% | +22.6% |
| 1Y | +9.7% | -30.3% | +40.0% | +28.6% |
| 3Y | +211.3% | +37.0% | +174.3% | +187.4% |
| All | +211.3% | +35.8% | +175.4% | +187.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling