+601.5%
ADBE vs LYB
+631.6%
-30.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.3% |
| 7D | -12.9% | -0.7% | -12.2% | -12.7% |
| 30D | -5.6% | +1.5% | -7.2% | -6.2% |
| 3M | +6.6% | -0.3% | +6.9% | +6.2% |
| 6M | -9.6% | +0.1% | -9.6% | -11.0% |
| YTD | -28.9% | +53.4% | -82.3% | -38.7% |
| 1Y | -28.9% | +25.6% | -54.6% | -35.4% |
| 3Y | -55.6% | -21.3% | -34.3% | -54.7% |
| 5Y | -62.2% | -2.4% | -59.8% | -64.4% |
| 10Y | +150.4% | +48.8% | +101.6% | +84.5% |
| All | +601.5% | +631.6% | -30.0% | +145.5% |
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