+15.9%
LQD vs AVAV
+1.7%
+14.3%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.7% | +2.0% | -0.7% |
| 7D | +0.2% | 0.0% | +0.2% | +0.1% |
| 30D | +1.4% | -9.9% | +11.4% | +1.6% |
| 3M | -1.1% | -34.7% | +33.6% | -0.5% |
| 6M | -2.9% | -26.6% | +23.7% | -2.6% |
| YTD | -2.3% | -48.9% | +46.6% | -1.7% |
| 1Y | -2.1% | -63.0% | +60.9% | -1.0% |
| 3Y | +15.9% | +1.6% | +14.4% | +13.7% |
| All | +15.9% | +1.7% | +14.3% | +13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling