+81.9%
UBER vs LQD
-5.9%
+87.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +3.1% |
| 7D | -4.5% | -1.1% | -3.4% | -3.4% |
| 30D | -7.6% | -1.1% | -6.5% | -6.5% |
| 3M | +5.8% | -2.3% | +8.1% | +8.5% |
| 6M | +0.3% | -2.9% | +3.2% | +3.6% |
| YTD | -11.2% | -2.3% | -8.9% | -8.9% |
| 1Y | -23.0% | -2.2% | -20.8% | -21.2% |
| 3Y | +53.6% | +14.0% | +39.6% | +30.3% |
| 5Y | +81.9% | -5.8% | +87.7% | +78.5% |
| All | +81.9% | -5.9% | +87.8% | +78.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling