+33,565.4%
TQQQ vs LQD
+85.1%
+33,480.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -1.8% |
| 7D | -3.9% | -1.1% | -2.8% | -2.2% |
| 30D | -5.3% | -1.1% | -4.1% | -3.4% |
| 3M | +0.1% | -2.3% | +2.5% | +4.5% |
| 6M | +40.7% | -2.9% | +43.5% | +49.4% |
| YTD | +31.8% | -2.3% | +34.1% | +38.7% |
| 1Y | +48.2% | -2.2% | +50.4% | +55.8% |
| 3Y | +253.6% | +14.0% | +239.6% | +198.6% |
| 5Y | +99.6% | -5.8% | +105.4% | +110.9% |
| 10Y | +2,951.5% | +22.2% | +2,929.3% | +3,154.4% |
| All | +33,565.4% | +85.1% | +33,480.4% | +48,930.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling