+46.7%
TQQQ vs LSCC
+33.9%
+12.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.5% | +1.8% | +1.0% |
| 7D | +10.4% | +7.0% | +3.4% | +3.9% |
| 30D | -22.2% | -2.3% | -19.9% | -21.0% |
| 3M | -25.1% | -12.5% | -12.6% | -17.5% |
| 6M | -25.0% | -10.6% | -14.4% | -19.2% |
| YTD | +10.1% | +52.7% | -42.6% | -29.7% |
| 1Y | +11.0% | +74.0% | -62.9% | -37.4% |
| 3Y | +195.0% | +104.8% | +90.2% | +20.0% |
| All | +46.7% | +33.9% | +12.7% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling