+136,938.3%
AAPL vs LQD
+190.1%
+136,748.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -2.7% | +0.2% | -3.0% | -2.8% |
| 30D | +1.0% | -0.6% | +1.6% | +1.3% |
| 3M | +5.0% | -1.2% | +6.2% | +5.5% |
| 6M | +23.0% | -1.9% | +25.0% | +24.1% |
| YTD | +16.6% | -1.3% | +17.9% | +17.3% |
| 1Y | +33.4% | -1.0% | +34.4% | +34.0% |
| 3Y | +79.9% | +15.2% | +64.6% | +70.0% |
| 5Y | +109.0% | -4.4% | +113.4% | +109.2% |
| 10Y | +1,210.4% | +22.6% | +1,187.8% | +1,150.6% |
| All | +136,938.3% | +190.1% | +136,748.2% | +151,861.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling