+15.2%
LQD vs CLF
-14.9%
+30.1%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | 0.0% |
| 7D | +0.2% | +6.5% | -6.3% | +0.1% |
| 30D | -0.6% | +0.2% | -0.8% | -0.6% |
| 3M | -1.2% | -3.1% | +1.9% | -1.2% |
| 6M | -1.9% | +25.0% | -27.0% | -2.4% |
| YTD | -1.3% | -7.5% | +6.2% | -1.4% |
| 1Y | -1.0% | +11.5% | -12.5% | -1.6% |
| 3Y | +15.2% | -13.7% | +28.9% | +14.3% |
| All | +15.2% | -14.9% | +30.1% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CLF 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling