-4.4%
LQD vs OPEN
-94.8%
+90.4%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.6% | +3.4% | -0.2% |
| 7D | -1.6% | -15.0% | +13.4% | -1.3% |
| 30D | +0.5% | -40.2% | +40.7% | +1.4% |
| 3M | -2.3% | -67.4% | +65.1% | -0.3% |
| 6M | -3.1% | -74.0% | +71.0% | -0.8% |
| YTD | -3.0% | -79.6% | +76.6% | -0.4% |
| 1Y | -2.6% | -86.1% | +83.5% | +0.7% |
| 3Y | +15.2% | -41.4% | +56.6% | +11.4% |
| All | -4.4% | -94.8% | +90.4% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling