+3,585.4%
AMZN vs LYB
+624.6%
+2,960.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.9% | +2.2% |
| 7D | -0.7% | +0.3% | -0.9% | -0.7% |
| 30D | -3.9% | +2.5% | -6.4% | -4.7% |
| 3M | +6.3% | +1.4% | +4.9% | +5.5% |
| 6M | +20.8% | -3.5% | +24.2% | +19.5% |
| YTD | +11.2% | +52.0% | -40.7% | -3.2% |
| 1Y | +11.7% | +22.1% | -10.4% | +2.7% |
| 3Y | +79.4% | -22.8% | +102.2% | +83.4% |
| 5Y | +48.0% | -3.4% | +51.4% | +41.7% |
| 10Y | +575.6% | +47.4% | +528.3% | +424.9% |
| All | +3,585.4% | +624.6% | +2,960.8% | +1,300.6% |
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