+48.3%
UBER vs LQD
+14.2%
+34.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.8% |
| 7D | -4.5% | -1.1% | -3.4% | -3.7% |
| 30D | -7.6% | -1.1% | -6.5% | -6.8% |
| 3M | +5.8% | -2.3% | +8.1% | +7.7% |
| 6M | +0.3% | -2.9% | +3.2% | +2.5% |
| YTD | -11.2% | -2.3% | -8.9% | -9.6% |
| 1Y | -23.0% | -2.2% | -20.8% | -21.7% |
| All | +48.3% | +14.2% | +34.1% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling