+7,765.4%
AMD vs LQD
+25.4%
+7,740.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.2% | -8.5% | -8.5% |
| 7D | +18.9% | -1.6% | +20.6% | +21.2% |
| 30D | -6.4% | +0.5% | -7.0% | -7.3% |
| 3M | +10.6% | -2.3% | +12.9% | +13.4% |
| 6M | +19.9% | -3.1% | +22.9% | +24.4% |
| YTD | +149.4% | -3.0% | +152.4% | +159.5% |
| 1Y | +115.4% | -2.6% | +117.9% | +123.0% |
| 3Y | +357.3% | +15.2% | +342.1% | +291.1% |
| 5Y | +261.1% | -5.2% | +266.3% | +272.5% |
| All | +7,765.4% | +25.4% | +7,740.0% | +8,234.5% |
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