+1,582.8%
ASML vs LQD
+25.5%
+1,557.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +2.5% | -0.5% | +3.1% | +3.1% |
| 30D | -12.2% | +1.7% | -14.0% | -14.1% |
| 3M | -14.6% | -0.7% | -13.9% | -14.1% |
| 6M | -1.7% | -2.2% | +0.5% | +0.9% |
| YTD | +44.3% | -1.9% | +46.2% | +48.1% |
| 1Y | +51.0% | -2.0% | +53.0% | +55.3% |
| 3Y | +137.6% | +16.5% | +121.1% | +99.1% |
| 5Y | +92.7% | -4.2% | +96.9% | +98.7% |
| 10Y | +1,582.8% | +26.0% | +1,556.8% | +1,389.2% |
| All | +1,582.8% | +25.5% | +1,557.3% | +1,389.2% |
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 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