-1.0%
LQD vs AVAV
-40.1%
+39.1%
-3.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.4% | +5.2% | -0.1% |
| 7D | 0.0% | -3.2% | +3.1% | 0.0% |
| 30D | -0.2% | -25.6% | +25.4% | +0.2% |
| 3M | -1.7% | -20.2% | +18.5% | -1.4% |
| 6M | -2.7% | -38.1% | +35.4% | -2.1% |
| YTD | -1.4% | -41.8% | +40.4% | -0.8% |
| 1Y | -1.0% | -39.0% | +38.0% | -0.7% |
| All | -1.0% | -40.1% | +39.1% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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