+27,558.2%
LRCX vs LQD
+189.7%
+27,368.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | +9.5% | 0.0% | +9.6% | +9.6% |
| 30D | +3.1% | -0.2% | +3.3% | +3.2% |
| 3M | -3.4% | -1.7% | -1.7% | -2.6% |
| 6M | +49.7% | -2.7% | +52.4% | +51.8% |
| YTD | +84.9% | -1.4% | +86.3% | +86.6% |
| 1Y | +200.8% | -1.0% | +201.8% | +203.2% |
| 3Y | +385.1% | +15.1% | +370.0% | +363.4% |
| 5Y | +460.5% | -5.2% | +465.7% | +456.0% |
| 10Y | +3,866.3% | +23.3% | +3,842.9% | +3,842.5% |
| All | +27,558.2% | +189.7% | +27,368.5% | +86,801.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling