+189.5%
LQD vs HON
+1,046.4%
-857.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | 0.0% | -0.6% | +0.5% | 0.0% |
| 30D | -0.2% | -15.4% | +15.2% | +0.4% |
| 3M | -1.7% | -9.1% | +7.5% | -1.4% |
| 6M | -2.7% | -17.1% | +14.4% | -2.1% |
| YTD | -1.4% | +1.5% | -2.9% | -1.6% |
| 1Y | -1.0% | -1.3% | +0.3% | -1.1% |
| 3Y | +15.1% | +19.5% | -4.5% | +14.1% |
| 5Y | -5.2% | +3.1% | -8.2% | -5.7% |
| 10Y | +23.3% | +138.4% | -115.0% | +20.7% |
| All | +189.5% | +1,046.4% | -857.0% | +180.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 all: compounded portfolio wealth divided by compounded HON 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…
all analysis · Full analysis span regression · 6 months rolling