+62.2%
PANW vs LQD
-1.7%
+63.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.3% |
| 7D | -11.8% | +0.4% | -12.2% | -12.1% |
| 30D | -14.4% | +2.6% | -17.1% | -16.6% |
| 3M | -5.0% | -1.7% | -3.3% | -2.2% |
| 6M | +88.6% | -1.9% | +90.5% | +95.0% |
| YTD | +88.9% | -2.2% | +91.1% | +93.6% |
| 1Y | +62.2% | -1.9% | +64.1% | +65.4% |
| All | +62.2% | -1.7% | +63.9% | +65.4% |
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