+5,214.1%
AMD vs LQD
+188.8%
+5,025.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.2% | +11.1% |
| 7D | -11.0% | +0.2% | -11.3% | -11.2% |
| 30D | -30.5% | +2.4% | -32.9% | -31.6% |
| 3M | -8.2% | -0.9% | -7.3% | -7.7% |
| 6M | +6.6% | -2.3% | +8.9% | +8.4% |
| YTD | +109.7% | -1.7% | +111.4% | +112.9% |
| 1Y | +88.9% | -1.6% | +90.6% | +91.7% |
| 3Y | +301.8% | +17.6% | +284.2% | +264.6% |
| 5Y | +229.4% | -5.3% | +234.6% | +233.8% |
| 10Y | +6,745.1% | +23.3% | +6,721.8% | +6,281.0% |
| All | +5,214.1% | +188.8% | +5,025.3% | +10,914.2% |
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