-6.0%
LQD vs OPEN
-85.2%
+79.2%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -1.1% | -11.4% | +10.3% | -0.9% |
| 30D | -1.3% | -20.1% | +18.8% | -0.9% |
| 3M | -3.2% | -37.6% | +34.4% | -2.4% |
| 6M | -2.1% | -47.1% | +44.9% | -1.2% |
| YTD | -2.4% | -52.1% | +49.8% | -1.3% |
| 1Y | -2.7% | -73.5% | +70.8% | -0.9% |
| 3Y | +14.2% | -24.4% | +38.6% | +10.4% |
| All | -6.0% | -85.2% | +79.2% | -9.6% |
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