+85,485.5%
NFLX vs LQD
+190.1%
+85,295.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.2% | -0.4% | -3.8% | -4.1% |
| 30D | +5.5% | -0.8% | +6.2% | +5.7% |
| 3M | -4.1% | -1.9% | -2.1% | -3.6% |
| 6M | -20.7% | -2.7% | -18.0% | -20.1% |
| YTD | -16.5% | -1.3% | -15.3% | -16.3% |
| 1Y | -37.8% | 0.0% | -37.8% | -37.8% |
| 3Y | +77.9% | +14.9% | +63.0% | +71.4% |
| 5Y | +32.5% | -4.6% | +37.1% | +29.8% |
| 10Y | +703.6% | +22.0% | +681.6% | +687.0% |
| All | +85,485.5% | +190.1% | +85,295.4% | +94,682.0% |
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