+755.6%
GOOGL vs LQD
+22.3%
+733.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | 0.0% | -1.1% | +1.1% | +0.8% |
| 30D | -1.4% | -1.3% | -0.1% | -0.4% |
| 3M | -5.3% | -3.2% | -2.1% | -2.9% |
| 6M | +9.8% | -2.1% | +11.9% | +11.8% |
| YTD | +8.4% | -2.4% | +10.7% | +10.5% |
| 1Y | +41.2% | -2.7% | +43.9% | +44.4% |
| 3Y | +149.6% | +14.2% | +135.4% | +126.4% |
| 5Y | +142.6% | -5.8% | +148.4% | +146.6% |
| All | +755.6% | +22.3% | +733.3% | +693.9% |
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