+1,278.0%
AAPL vs LQD
+22.3%
+1,255.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +3.8% | -1.1% | +4.9% | +4.7% |
| 30D | +9.9% | -1.3% | +11.2% | +11.0% |
| 3M | +12.5% | -3.2% | +15.7% | +15.4% |
| 6M | +27.6% | -2.1% | +29.8% | +29.9% |
| YTD | +22.6% | -2.4% | +24.9% | +24.9% |
| 1Y | +45.0% | -2.7% | +47.6% | +48.1% |
| 3Y | +87.8% | +14.2% | +73.6% | +69.5% |
| 5Y | +128.7% | -5.8% | +134.5% | +134.6% |
| All | +1,278.0% | +22.3% | +1,255.7% | +1,181.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling