+34,077.4%
AMZN vs LQD
+189.7%
+33,887.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -9.2% | -0.2% | -9.0% | -9.1% |
| 3M | +3.4% | -1.7% | +5.0% | +4.2% |
| 6M | +18.2% | -2.7% | +20.9% | +19.8% |
| YTD | +9.3% | -1.4% | +10.8% | +10.2% |
| 1Y | +5.9% | -1.0% | +6.9% | +6.5% |
| 3Y | +82.6% | +15.1% | +67.5% | +71.6% |
| 5Y | +44.9% | -5.2% | +50.1% | +44.1% |
| 10Y | +564.1% | +23.3% | +540.8% | +525.1% |
| All | +34,077.4% | +189.7% | +33,887.7% | +33,405.5% |
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 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