+548.8%
PLTR vs LQD
-4.7%
+553.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.2% |
| 7D | 0.0% | 0.0% | +0.1% | +0.1% |
| 30D | -3.3% | -0.2% | -3.1% | -2.9% |
| 3M | +28.4% | -1.7% | +30.0% | +32.1% |
| 6M | +8.4% | -2.7% | +11.1% | +13.6% |
| YTD | -4.6% | -1.4% | -3.2% | -2.1% |
| 1Y | +4.4% | -1.0% | +5.4% | +6.3% |
| 3Y | +1,020.5% | +15.1% | +1,005.4% | +767.3% |
| 5Y | +548.8% | -5.2% | +554.0% | +519.3% |
| All | +548.8% | -4.7% | +553.5% | +519.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling