+101.2%
TQQQ vs LDOS
+41.1%
+60.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +1.1% |
| 7D | +4.4% | -7.1% | +11.5% | +8.2% |
| 30D | -3.1% | -6.1% | +3.0% | -0.2% |
| 3M | -5.2% | +5.6% | -10.8% | -8.7% |
| 6M | +52.4% | -26.9% | +79.3% | +80.0% |
| YTD | +37.4% | -27.9% | +65.3% | +60.9% |
| 1Y | +56.0% | -26.8% | +82.8% | +80.1% |
| 3Y | +268.7% | +39.6% | +229.1% | +155.4% |
| 5Y | +101.2% | +39.4% | +61.9% | +38.2% |
| All | +101.2% | +41.1% | +60.2% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling