+17,158.5%
WDC vs LQD
+190.1%
+16,968.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LQD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +6.0% | +0.2% | +5.7% | +5.9% |
| 30D | +9.9% | -0.6% | +10.5% | +10.2% |
| 3M | -9.4% | -1.2% | -8.2% | -8.8% |
| 6M | +94.7% | -1.9% | +96.7% | +97.1% |
| YTD | +177.4% | -1.3% | +178.6% | +179.9% |
| 1Y | +412.6% | -1.0% | +413.6% | +416.6% |
| 3Y | +1,359.8% | +15.2% | +1,344.5% | +1,270.3% |
| 5Y | +992.6% | -4.4% | +997.0% | +1,001.5% |
| 10Y | +1,245.5% | +22.6% | +1,222.9% | +1,166.2% |
| All | +17,158.5% | +190.1% | +16,968.3% | +24,782.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling