+84.0%
AMD vs LQD
-1.5%
+85.5%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.2% | +11.4% |
| 7D | -11.0% | +0.2% | -11.3% | -11.6% |
| 30D | -30.5% | +2.4% | -32.9% | -35.5% |
| 3M | -8.2% | -0.9% | -7.3% | -4.9% |
| 6M | +6.6% | -2.3% | +8.9% | +16.5% |
| YTD | +109.7% | -1.7% | +111.4% | +123.8% |
| All | +84.0% | -1.5% | +85.5% | +96.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling