+963.5%
HOOD vs LQD
+15.2%
+948.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.5% |
| 7D | +7.7% | 0.0% | +7.8% | +7.9% |
| 30D | +22.0% | -0.2% | +22.2% | +22.7% |
| 3M | +37.6% | -1.7% | +39.3% | +42.2% |
| 6M | +45.3% | -2.7% | +48.0% | +53.4% |
| YTD | +1.9% | -1.4% | +3.4% | +5.7% |
| 1Y | -2.7% | -1.0% | -1.7% | +0.4% |
| All | +963.5% | +15.2% | +948.3% | +768.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling