+105.2%
TQQQ vs LYV
+93.4%
+11.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.5% |
| 7D | -1.9% | -1.9% | 0.0% | 0.0% |
| 30D | -4.9% | -8.2% | +3.3% | +3.3% |
| 3M | -6.4% | -1.3% | -5.1% | -6.7% |
| 6M | +44.4% | +2.6% | +41.8% | +37.4% |
| YTD | +35.2% | +19.4% | +15.8% | +7.9% |
| 1Y | +49.5% | -2.2% | +51.8% | +44.4% |
| 3Y | +250.7% | +106.0% | +144.7% | +52.3% |
| All | +105.2% | +93.4% | +11.8% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LYV.
Daily Out/Under-Performance
Portfolio return minus LYV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYV 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 LYV 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