+32,355.3%
AVGO vs LQD
+93.3%
+32,262.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | -0.3% | +0.2% | -0.6% | -0.5% |
| 30D | -13.8% | -0.6% | -13.3% | -13.6% |
| 3M | -6.9% | -1.2% | -5.7% | -6.2% |
| 6M | +11.9% | -1.9% | +13.9% | +13.4% |
| YTD | +6.9% | -1.3% | +8.1% | +7.8% |
| 1Y | +7.4% | -1.0% | +8.4% | +8.3% |
| 3Y | +345.6% | +15.2% | +330.3% | +315.5% |
| 5Y | +718.9% | -4.4% | +723.3% | +712.5% |
| 10Y | +2,755.4% | +22.6% | +2,732.8% | +2,749.8% |
| All | +32,355.3% | +93.3% | +32,262.0% | +31,774.6% |
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