+250.7%
HOOD vs LQD
-4.9%
+255.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | -0.4% | +17.5% | +18.0% |
| 30D | +31.6% | -0.8% | +32.3% | +33.5% |
| 3M | +38.2% | -1.9% | +40.2% | +43.1% |
| 6M | +48.5% | -2.7% | +51.2% | +56.6% |
| YTD | +8.0% | -1.3% | +9.2% | +11.4% |
| 1Y | +18.7% | 0.0% | +18.7% | +20.3% |
| 3Y | +999.1% | +14.9% | +984.2% | +802.3% |
| 5Y | +181.7% | -4.6% | +186.2% | +177.2% |
| All | +250.7% | -4.9% | +255.5% | +253.8% |
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