+27,465.3%
TQQQ vs LDOS
+498.3%
+26,967.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.7% |
| 7D | -6.6% | +1.9% | -8.5% | -8.1% |
| 30D | -30.4% | +12.8% | -43.2% | -38.3% |
| 3M | -23.2% | -1.0% | -22.2% | -24.7% |
| 6M | -25.5% | +6.2% | -31.7% | -33.6% |
| YTD | +7.9% | -23.2% | +31.1% | +24.4% |
| 1Y | +1.1% | -29.5% | +30.6% | +26.5% |
| 3Y | +186.6% | +37.1% | +149.6% | +72.9% |
| 5Y | +49.5% | +55.6% | -6.1% | -22.9% |
| 10Y | +2,312.6% | +249.4% | +2,063.2% | +533.5% |
| All | +27,465.3% | +498.3% | +26,967.1% | +3,709.0% |
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