-1.9%
LQD vs LNT
+13.9%
-15.8%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.6% |
| 7D | +0.4% | +7.2% | -6.7% | -0.2% |
| 30D | +2.6% | +15.6% | -13.0% | +1.5% |
| 3M | -1.7% | +5.2% | -6.9% | -2.3% |
| 6M | -1.9% | +1.7% | -3.6% | -2.3% |
| YTD | -2.2% | +17.0% | -19.2% | -3.8% |
| 1Y | -1.9% | +14.2% | -16.1% | -3.2% |
| All | -1.9% | +13.9% | -15.8% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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