+72.4%
UBER vs LQD
+14.5%
+57.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | -1.1% | -4.3% | -4.3% |
| 30D | -4.9% | -1.3% | -3.6% | -3.6% |
| 3M | +3.0% | -3.2% | +6.3% | +6.6% |
| 6M | -4.4% | -2.1% | -2.3% | -2.1% |
| YTD | -12.3% | -2.4% | -9.9% | -10.0% |
| 1Y | -24.3% | -2.7% | -21.6% | -22.2% |
| 3Y | +46.4% | +14.2% | +32.3% | +26.2% |
| 5Y | +79.7% | -5.8% | +85.5% | +86.5% |
| All | +72.4% | +14.5% | +57.9% | +82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling