+5,551.7%
AMD vs LQD
+190.1%
+5,361.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | -0.4% | +3.0% | +2.9% |
| 30D | -0.9% | -0.8% | -0.2% | -0.4% |
| 3M | -8.7% | -1.9% | -6.8% | -7.4% |
| 6M | +136.3% | -2.7% | +139.0% | +141.4% |
| YTD | +123.0% | -1.3% | +124.3% | +125.8% |
| 1Y | +195.2% | 0.0% | +195.2% | +196.1% |
| 3Y | +336.3% | +14.9% | +321.4% | +301.7% |
| 5Y | +334.5% | -4.6% | +339.0% | +338.7% |
| 10Y | +6,259.1% | +22.0% | +6,237.1% | +5,838.0% |
| All | +5,551.7% | +190.1% | +5,361.6% | +11,580.8% |
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