+357.4%
SOXL vs LQD
+0.3%
+357.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +10.0% |
| 7D | +5.3% | -0.4% | +5.7% | +8.6% |
| 30D | -11.2% | -0.8% | -10.4% | -6.0% |
| 3M | -55.4% | -1.9% | -53.4% | -46.8% |
| 6M | +107.1% | -2.7% | +109.8% | +153.3% |
| YTD | +179.0% | -1.3% | +180.3% | +226.9% |
| 1Y | +357.4% | 0.0% | +357.4% | +444.7% |
| All | +357.4% | +0.3% | +357.0% | +444.7% |
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