+46.1%
ASML vs LYB
+47.4%
-1.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.7% | +1.1% | -4.7% |
| 7D | -10.0% | -6.2% | -3.8% | -11.2% |
| 30D | -19.4% | +6.3% | -25.8% | -18.1% |
| 3M | -12.5% | +4.1% | -16.6% | -11.2% |
| 6M | +8.2% | -15.5% | +23.7% | +5.4% |
| YTD | +40.7% | +50.2% | -9.5% | +38.5% |
| 1Y | +46.1% | +50.6% | -4.5% | +45.7% |
| All | +46.1% | +47.4% | -1.3% | +45.7% |
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