+85.4%
BE vs LQD
-2.8%
+88.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.2% | -4.7% | -4.2% |
| 7D | +10.8% | -1.6% | +12.5% | +16.5% |
| 30D | -19.8% | +0.5% | -20.3% | -21.4% |
| 3M | -18.7% | -2.3% | -16.4% | -11.5% |
| 6M | -33.7% | -3.1% | -30.7% | -25.7% |
| YTD | +121.0% | -3.0% | +123.9% | +148.0% |
| 1Y | +85.4% | -2.6% | +88.0% | +105.1% |
| All | +85.4% | -2.8% | +88.2% | +105.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling