+159.4%
LRCX vs LQD
-2.4%
+161.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.2% |
| 7D | -3.1% | -1.1% | -2.0% | +1.3% |
| 30D | -8.6% | -1.3% | -7.3% | -3.9% |
| 3M | -17.7% | -3.2% | -14.5% | -6.4% |
| 6M | +36.4% | -2.1% | +38.5% | +51.2% |
| YTD | +74.5% | -2.4% | +76.9% | +94.3% |
| 1Y | +159.4% | -2.7% | +162.1% | +193.3% |
| All | +159.4% | -2.4% | +161.8% | +193.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LQD.
Daily Out/Under-Performance
Portfolio return minus LQD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LQD 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 LQD 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