+29.9%
AAPL vs LYB
+47.4%
-17.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.7% | +10.0% | +5.0% |
| 7D | +1.7% | -6.2% | +7.9% | +1.3% |
| 30D | +5.0% | +6.3% | -1.3% | +5.4% |
| 3M | +13.1% | +4.1% | +9.0% | +13.4% |
| 6M | +26.5% | -15.5% | +42.0% | +26.0% |
| YTD | +28.9% | +50.2% | -21.3% | +20.1% |
| 1Y | +29.9% | +50.6% | -20.7% | +20.9% |
| All | +29.9% | +47.4% | -17.5% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 1y: compounded portfolio wealth divided by compounded LYB 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…
1y analysis · Full analysis span regression · 6 months rolling