+171.2%
INTC vs LQD
+14.1%
+157.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.7% |
| 7D | +7.5% | -1.1% | +8.6% | +9.0% |
| 30D | +2.0% | -1.3% | +3.3% | +3.6% |
| 3M | -12.0% | -3.2% | -8.8% | -8.3% |
| 6M | +114.5% | -2.1% | +116.7% | +121.6% |
| YTD | +179.0% | -2.4% | +181.3% | +188.6% |
| 1Y | +318.3% | -2.7% | +321.0% | +334.0% |
| 3Y | +171.2% | +14.2% | +157.0% | +146.7% |
| All | +171.2% | +14.1% | +157.1% | +146.7% |
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 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