+2,876.9%
TQQQ vs LQD
+22.3%
+2,854.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -1.9% | -1.1% | -0.8% | +0.7% |
| 30D | -4.9% | -1.3% | -3.6% | -1.9% |
| 3M | -6.4% | -3.2% | -3.2% | +1.3% |
| 6M | +44.4% | -2.1% | +46.5% | +54.4% |
| YTD | +35.2% | -2.4% | +37.5% | +45.3% |
| 1Y | +49.5% | -2.7% | +52.2% | +61.9% |
| 3Y | +250.7% | +14.2% | +236.5% | +168.6% |
| 5Y | +104.7% | -5.8% | +110.5% | +137.5% |
| All | +2,876.9% | +22.3% | +2,854.6% | +2,720.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling