+75.9%
UBER vs LQD
+15.8%
+60.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -2.8% | +0.2% | -3.1% | -3.1% |
| 30D | -2.5% | -0.6% | -1.9% | -1.9% |
| 3M | +4.4% | -1.2% | +5.6% | +5.8% |
| 6M | -2.7% | -1.9% | -0.7% | -0.6% |
| YTD | -10.5% | -1.3% | -9.2% | -9.2% |
| 1Y | -22.5% | -1.0% | -21.5% | -21.7% |
| 3Y | +54.8% | +15.2% | +39.6% | +32.2% |
| 5Y | +82.5% | -4.4% | +86.9% | +86.7% |
| All | +75.9% | +15.8% | +60.1% | +84.5% |
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 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