HomePortfoliosLQQ vs cash
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Monthly Rebalancing
EUR
High Risk
5.8yr backtest

Performance Summary

Total Return+200.84%
Annualized Return+20.73%
Volatility+24.84%
Sharpe Ratio0.75
Max Drawdown+43.49%

Holdings

Asset Allocation

Asset Class

Equity 100.0%
Holdings Details
Leveraged Nasdaq-100 ETF and global equity fund portfolio for aggressive growth, targeting US tech and worldwide markets.
AssetTypeAllocationTER
LQQ.PA
Amundi Nasdaq-100 Daily (2x) Leveraged UCITS ETF AccFR0010342592
ETF
60.0%0.6%
LU2206555984
Pictet TR Atlas Titan I EURLU2206555984
FUND
40.0%1.15%
Total100.0%0.82%

Performance

Portfolio Value Over Time
Starting with 10,000 investment → now worth €30,083.67
Histogram of Monthly Returns
The portfolio had a positive return during 42 of the 71 months (59%)
Monthly Returns Heatmap
Best month: +20.3% • Worst month: -12.6% • Best year: 2023 (+63.1%) • Worst year: 2022 (-41.8%)
YearJanFebMarAprMayJunJulAugSepOctNovDecTotal
2026+1.4%-2.6%-7.8%+20.3%+15.1%+0.4%-9.7%+5.8%----+21.0%
2025+3.3%-7.1%-12.6%-2.0%+12.8%+6.4%+6.3%-2.0%+6.6%+8.4%-3.6%-0.1%+14.5%
2024+4.8%+6.0%+3.3%-4.0%+3.4%+12.4%-4.5%-1.4%+3.0%+0.9%+8.4%+2.7%+39.4%
2023+11.9%+1.1%+9.3%-0.6%+12.4%+6.3%+3.7%-1.2%-4.5%-4.1%+11.2%+6.3%+63.1%
2022-12.6%-4.9%+6.3%-12.6%-7.7%-9.3%+15.5%-3.8%-9.1%-0.1%-1.9%-9.0%-41.8%
2021+2.5%+1.4%+2.6%+6.3%-3.0%+10.8%+3.4%+5.4%-4.9%+9.2%+4.7%+2.1%+47.3%
2020----------5.0%+9.9%+6.5%+11.3%
> +2%
0% to +2%
-2% to 0%
< -2%
Drawdown Analysis
Maximum drawdown: +43.49% • The longest drawdown period lasted for 2 years and 2 months and was between November 2021 and January 2024. It reached a trough of -43.5%.

Detailed Metrics

Returns
Total Return
+200.84%
Annualized Return
+20.73%
Avg Monthly Return
+1.82%
Risk
Volatility (Annual)
+24.84%
Max Drawdown
+43.49%
Positive Months
59%
Average Drawdown
-12.9%
Risk-Adjusted
Sharpe Ratio
0.75
Risk-free rate: 2.0%
Sortino Ratio
0.71
Downside risk adjusted
Return/Volatility
0.83
Calmar Ratio
0.48
Return/Max Drawdown
Ulcer Index
16.77
Drawdown depth & duration
Martin Ratio
0.01
Return/Ulcer Index
Backtest Configuration
Initial Investment
10,000
Final Value
30,083.67
Backtest Period
2020-10-01 to 2026-08-06
5.8 years
Rebalancing
monthly
Base Currency
EUR
LQQ vs cash | +20.7% CAGR | ETF Backtest