+1,534.9%
ASML vs LQD
+24.9%
+1,510.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | +0.5% |
| 7D | -2.9% | +0.2% | -3.0% | -3.1% |
| 30D | -15.2% | +1.4% | -16.6% | -16.8% |
| 3M | -12.9% | -1.1% | -11.8% | -11.9% |
| 6M | -5.0% | -2.9% | -2.1% | -1.6% |
| YTD | +41.8% | -2.3% | +44.1% | +46.4% |
| 1Y | +46.0% | -2.1% | +48.2% | +50.4% |
| 3Y | +133.5% | +15.9% | +117.5% | +96.7% |
| 5Y | +93.0% | -4.9% | +97.9% | +100.7% |
| 10Y | +1,534.9% | +24.8% | +1,510.1% | +1,355.2% |
| All | +1,534.9% | +24.9% | +1,510.0% | +1,355.2% |
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