-1.9%
LQD vs OPEN
-74.0%
+72.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.8% |
| 7D | -1.1% | -10.5% | +9.5% | -0.9% |
| 30D | -1.1% | -21.8% | +20.7% | -0.7% |
| 3M | -2.3% | -37.5% | +35.2% | -1.6% |
| 6M | -2.9% | -44.1% | +41.2% | -2.1% |
| YTD | -2.3% | -52.0% | +49.7% | -1.3% |
| 1Y | -2.2% | -52.2% | +50.0% | -2.0% |
| 3Y | +14.0% | -25.9% | +39.9% | +10.5% |
| 5Y | -5.8% | -85.1% | +79.3% | -8.7% |
| All | -1.9% | -74.0% | +72.1% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling