+29.2%
PLTR vs LQD
-3.0%
+32.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -1.7% |
| 7D | +4.7% | -1.6% | +6.4% | +7.4% |
| 30D | -16.4% | +0.5% | -16.9% | -18.0% |
| 3M | -6.2% | -2.3% | -3.8% | +0.3% |
| 6M | +29.2% | -3.1% | +32.2% | +36.5% |
| All | +29.2% | -3.0% | +32.1% | +36.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling