+368.6%
ASX vs LYB
-15.9%
+384.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.1% |
| 7D | +12.4% | +6.1% | +6.3% | +11.7% |
| 30D | -19.8% | +5.3% | -25.1% | -20.4% |
| 3M | -10.3% | +4.3% | -14.6% | -11.0% |
| 6M | +1.2% | -10.8% | +12.0% | +3.4% |
| YTD | +123.0% | +53.8% | +69.3% | +87.4% |
| 1Y | +145.4% | +50.5% | +95.0% | +107.2% |
| 3Y | +368.6% | -16.4% | +385.0% | +385.5% |
| All | +368.6% | -15.9% | +384.5% | +385.5% |
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 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