-10.2%
TQQQ vs LQD
-1.7%
-8.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | +0.2% | -19.1% | -19.5% |
| 7D | -27.1% | +0.4% | -27.6% | -28.4% |
| 30D | -40.1% | +2.5% | -42.6% | -46.5% |
| 3M | -30.6% | -1.5% | -29.0% | -24.5% |
| 6M | -24.8% | -2.1% | -22.7% | -14.6% |
| YTD | -3.7% | -2.0% | -1.7% | +7.1% |
| 1Y | -10.2% | -1.4% | -8.8% | -1.7% |
| All | -10.2% | -1.7% | -8.5% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 1y: compounded portfolio wealth divided by compounded LQD 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…
1y analysis · Full analysis span regression · 6 months rolling