+186.9%
LQD vs RRX
+1,097.9%
-911.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.9% |
| 7D | -1.1% | -3.7% | +2.7% | -1.0% |
| 30D | -1.1% | -9.3% | +8.2% | -1.0% |
| 3M | -2.3% | -21.8% | +19.4% | -2.0% |
| 6M | -2.9% | -22.0% | +19.1% | -2.6% |
| YTD | -2.3% | +11.9% | -14.3% | -2.6% |
| 1Y | -2.2% | +11.6% | -13.8% | -2.5% |
| 3Y | +14.0% | +2.2% | +11.8% | +13.4% |
| 5Y | -5.8% | +14.9% | -20.6% | -6.5% |
| 10Y | +22.2% | +214.2% | -192.0% | +21.0% |
| All | +186.9% | +1,097.9% | -911.0% | +193.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded RRX 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling