+35,102.5%
TQQQ vs LDOS
+478.1%
+34,624.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | 0.0% |
| 7D | +0.7% | -5.4% | +6.1% | +5.7% |
| 30D | -0.6% | +4.9% | -5.5% | -5.7% |
| 3M | -14.9% | +7.2% | -22.1% | -22.6% |
| 6M | +44.6% | -24.2% | +68.8% | +78.1% |
| YTD | +37.8% | -25.8% | +63.6% | +68.0% |
| 1Y | +59.2% | -24.7% | +83.9% | +89.9% |
| 3Y | +254.1% | +39.3% | +214.8% | +113.7% |
| 5Y | +100.6% | +43.3% | +57.3% | +13.9% |
| 10Y | +2,857.5% | +278.6% | +2,579.0% | +631.9% |
| All | +35,102.5% | +478.1% | +34,624.4% | +5,042.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling