+184.3%
HOOD vs LQD
-4.5%
+188.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | +13.4% | +0.2% | +13.1% | +12.9% |
| 30D | +25.8% | -0.6% | +26.4% | +27.2% |
| 3M | +38.0% | -1.2% | +39.2% | +41.1% |
| 6M | +52.2% | -1.9% | +54.2% | +58.7% |
| YTD | +3.7% | -1.3% | +5.0% | +7.0% |
| 1Y | +0.1% | -1.0% | +1.1% | +2.9% |
| 3Y | +992.6% | +15.2% | +977.3% | +794.7% |
| All | +184.3% | -4.5% | +188.8% | +157.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling