+34,426.4%
TQQQ vs LUMN
-44.1%
+34,470.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.6% | +1.9% |
| 7D | -1.9% | +2.5% | -4.4% | -2.7% |
| 30D | -4.9% | +10.3% | -15.2% | -8.0% |
| 3M | -6.4% | -18.3% | +11.9% | -0.5% |
| 6M | +44.4% | +4.4% | +40.0% | +41.7% |
| YTD | +35.2% | -10.7% | +45.9% | +36.0% |
| 1Y | +49.5% | +14.0% | +35.5% | +36.3% |
| 3Y | +250.7% | +406.6% | -155.9% | +17.0% |
| 5Y | +104.7% | -36.8% | +141.5% | +113.3% |
| 10Y | +3,029.5% | -56.2% | +3,085.7% | +3,193.1% |
| All | +34,426.4% | -44.1% | +34,470.4% | +15,674.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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