+69.8%
LQDA vs SPY
+14.6%
+55.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +1.7% | +10.6% | +11.0% |
| 7D | +3.6% | -0.7% | +4.3% | +4.1% |
| 30D | +71.4% | -1.0% | +72.5% | +71.9% |
| 3M | -46.4% | -0.3% | -46.1% | -46.6% |
| 6M | +23.1% | +7.3% | +15.8% | +13.9% |
| YTD | +37.4% | +13.3% | +24.0% | +17.6% |
| 1Y | +69.8% | +14.8% | +55.0% | +41.6% |
| All | +69.8% | +14.6% | +55.1% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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