+447.1%
ASX vs LYB
-1.9%
+449.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -2.9% | -3.2% |
| 7D | +6.5% | -0.7% | +7.2% | +6.7% |
| 30D | +3.1% | +1.5% | +1.6% | +2.5% |
| 3M | +17.4% | -0.3% | +17.7% | +17.0% |
| 6M | +85.4% | +0.1% | +85.4% | +79.1% |
| YTD | +150.1% | +53.4% | +96.6% | +100.1% |
| 1Y | +256.3% | +25.6% | +230.6% | +208.4% |
| 3Y | +446.9% | -21.3% | +468.1% | +479.1% |
| 5Y | +447.1% | -2.4% | +449.5% | +418.2% |
| All | +447.1% | -1.9% | +449.0% | +418.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling