+2,876.9%
TQQQ vs LMT
+188.6%
+2,688.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +3.4% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -4.9% | -13.1% | +8.2% | +5.1% |
| 3M | -6.4% | -3.9% | -2.5% | -6.4% |
| 6M | +44.4% | -18.3% | +62.7% | +63.3% |
| YTD | +35.2% | +10.3% | +24.8% | +16.8% |
| 1Y | +49.5% | +14.2% | +35.3% | +24.3% |
| 3Y | +250.7% | +35.0% | +215.7% | +121.8% |
| 5Y | +104.7% | +73.2% | +31.5% | -12.1% |
| All | +2,876.9% | +188.6% | +2,688.3% | +998.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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