+681.4%
NFLX vs LQD
+22.3%
+659.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.9% | +1.9% |
| 7D | -1.1% | -1.1% | 0.0% | -0.3% |
| 30D | +4.3% | -1.3% | +5.6% | +5.3% |
| 3M | -4.8% | -3.2% | -1.6% | -2.5% |
| 6M | -18.4% | -2.1% | -16.3% | -17.2% |
| YTD | -17.4% | -2.4% | -15.1% | -16.1% |
| 1Y | -35.7% | -2.7% | -33.0% | -34.5% |
| 3Y | +73.8% | +14.2% | +59.6% | +55.8% |
| 5Y | +29.3% | -5.8% | +35.1% | +29.0% |
| All | +681.4% | +22.3% | +659.2% | +586.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling