+123.4%
ADI vs LYB
-23.1%
+146.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.9% | +5.8% | +5.1% |
| 7D | +4.6% | +0.3% | +4.3% | +4.5% |
| 30D | -1.2% | +2.5% | -3.6% | -2.0% |
| 3M | -7.8% | +1.4% | -9.2% | -8.6% |
| 6M | +19.3% | -3.5% | +22.8% | +16.0% |
| YTD | +40.9% | +52.0% | -11.1% | +8.2% |
| 1Y | +54.5% | +22.1% | +32.4% | +32.6% |
| 3Y | +123.4% | -22.8% | +146.2% | +134.9% |
| All | +123.4% | -23.1% | +146.6% | +134.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling