+22.2%
LQD vs ASX
+974.7%
-952.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.3% | +2.4% | -0.8% |
| 7D | -1.1% | +6.5% | -7.6% | -1.4% |
| 30D | -1.1% | +3.1% | -4.3% | -1.3% |
| 3M | -2.3% | +17.4% | -19.7% | -3.4% |
| 6M | -2.9% | +85.4% | -88.3% | -6.1% |
| YTD | -2.3% | +150.1% | -152.4% | -7.0% |
| 1Y | -2.2% | +256.3% | -258.5% | -8.6% |
| 3Y | +14.0% | +446.9% | -432.8% | +3.4% |
| 5Y | -5.8% | +447.1% | -452.9% | -15.3% |
| All | +22.2% | +974.7% | -952.5% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ASX 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling