+49.7%
LRCX vs LQD
-1.8%
+51.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -0.7% |
| 7D | +9.5% | 0.0% | +9.6% | +9.7% |
| 30D | +3.1% | -0.2% | +3.3% | +3.8% |
| 3M | -3.4% | -1.7% | -1.7% | +4.8% |
| 6M | +49.7% | -2.7% | +52.4% | +67.9% |
| All | +49.7% | -1.8% | +51.5% | +67.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling