+318.3%
INTC vs LQD
-2.4%
+320.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.7% |
| 7D | +7.5% | -1.1% | +8.6% | +11.6% |
| 30D | +2.0% | -1.3% | +3.3% | +6.4% |
| 3M | -12.0% | -3.2% | -8.8% | -1.9% |
| 6M | +114.5% | -2.1% | +116.7% | +133.2% |
| YTD | +179.0% | -2.4% | +181.3% | +201.7% |
| 1Y | +318.3% | -2.7% | +321.0% | +370.9% |
| All | +318.3% | -2.4% | +320.7% | +370.9% |
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 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