+1,668.3%
PLTR vs LQD
-3.7%
+1,672.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -1.7% |
| 7D | +4.7% | -1.6% | +6.4% | +7.6% |
| 30D | -16.4% | +0.5% | -16.9% | -17.3% |
| 3M | -6.2% | -2.3% | -3.8% | -2.7% |
| 6M | +29.2% | -3.1% | +32.2% | +35.9% |
| YTD | -5.5% | -3.0% | -2.5% | -0.7% |
| 1Y | -2.4% | -2.6% | +0.1% | +1.9% |
| 3Y | +752.3% | +15.2% | +737.1% | +550.2% |
| 5Y | +635.8% | -5.2% | +641.0% | +689.6% |
| All | +1,668.3% | -3.7% | +1,672.0% | +1,779.6% |
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