+4,437.1%
SNDK vs LQD
+4.5%
+4,432.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.4% |
| 7D | -6.1% | -1.1% | -5.0% | -3.2% |
| 30D | +21.5% | -1.3% | +22.8% | +25.5% |
| 3M | -13.2% | -3.2% | -10.0% | -5.3% |
| 6M | +149.2% | -2.1% | +151.3% | +167.5% |
| YTD | +588.1% | -2.4% | +590.4% | +641.8% |
| 1Y | +1,837.5% | -2.7% | +1,840.2% | +2,001.9% |
| All | +4,437.1% | +4.5% | +4,432.6% | +4,248.4% |
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 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