-2.0%
LQD vs UAL
+23.5%
-25.6%
-6.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.2% |
| 7D | -0.5% | +2.3% | -2.8% | -0.7% |
| 30D | +1.7% | +13.3% | -11.6% | +0.9% |
| 3M | -0.7% | -6.3% | +5.6% | -0.5% |
| 6M | -2.2% | +22.5% | -24.8% | -3.5% |
| YTD | -1.9% | +5.9% | -7.7% | -3.1% |
| 1Y | -2.0% | +24.7% | -26.7% | -4.2% |
| All | -2.0% | +23.5% | -25.6% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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