+22,131.9%
TSLA vs LQD
+76.0%
+22,055.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.9% | -5.9% |
| 7D | +1.5% | -0.4% | +1.9% | +1.9% |
| 30D | +10.1% | -0.8% | +10.9% | +10.8% |
| 3M | -15.4% | -1.9% | -13.5% | -13.9% |
| 6M | -12.8% | -2.7% | -10.1% | -10.6% |
| YTD | -21.3% | -1.3% | -20.0% | -20.2% |
| 1Y | +4.6% | 0.0% | +4.6% | +5.0% |
| 3Y | +44.5% | +14.9% | +29.6% | +31.9% |
| 5Y | +44.8% | -4.6% | +49.4% | +43.3% |
| 10Y | +2,585.4% | +22.0% | +2,563.4% | +2,597.1% |
| All | +22,131.9% | +76.0% | +22,055.9% | +27,994.3% |
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 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