+4,073.8%
AAPL vs LYB
+631.6%
+3,442.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.6% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +7.1% | +1.5% | +5.6% | +6.5% |
| 3M | +12.1% | -0.3% | +12.4% | +11.5% |
| 6M | +25.4% | +0.1% | +25.4% | +22.6% |
| YTD | +20.5% | +53.4% | -33.0% | +3.3% |
| 1Y | +44.5% | +25.6% | +18.9% | +30.5% |
| 3Y | +85.8% | -21.3% | +107.1% | +89.0% |
| 5Y | +124.8% | -2.4% | +127.2% | +112.0% |
| 10Y | +1,284.7% | +48.8% | +1,235.9% | +961.4% |
| All | +4,073.8% | +631.6% | +3,442.2% | +1,771.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling