+84.5%
AAPL vs LQD
+14.2%
+70.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +4.4% |
| 7D | -0.5% | -1.1% | +0.6% | +0.5% |
| 30D | +7.1% | -1.1% | +8.2% | +8.2% |
| 3M | +12.1% | -2.3% | +14.4% | +14.6% |
| 6M | +25.4% | -2.9% | +28.3% | +28.9% |
| YTD | +20.5% | -2.3% | +22.8% | +23.1% |
| 1Y | +44.5% | -2.2% | +46.7% | +47.4% |
| All | +84.5% | +14.2% | +70.4% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling