+289.3%
INTC vs LQD
+0.3%
+289.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.6% |
| 7D | +7.1% | -0.4% | +7.5% | +8.4% |
| 30D | -5.2% | -0.8% | -4.4% | -2.8% |
| 3M | -14.3% | -1.9% | -12.4% | -8.7% |
| 6M | +110.2% | -2.7% | +112.8% | +123.5% |
| YTD | +159.6% | -1.3% | +160.9% | +170.1% |
| 1Y | +289.3% | 0.0% | +289.3% | +339.2% |
| All | +289.3% | +0.3% | +289.0% | +339.2% |
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