+2,120.8%
ASX vs LYB
+622.7%
+1,498.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.8% |
| 7D | -0.7% | -0.2% | -0.5% | -0.7% |
| 30D | +2.0% | +8.7% | -6.7% | -1.0% |
| 3M | -1.3% | -3.0% | +1.7% | -1.2% |
| 6M | +71.4% | +4.7% | +66.7% | +63.2% |
| YTD | +135.3% | +51.6% | +83.7% | +95.3% |
| 1Y | +267.5% | +24.4% | +243.1% | +224.4% |
| 3Y | +388.5% | -23.5% | +411.9% | +402.9% |
| 5Y | +417.1% | -6.5% | +423.6% | +392.1% |
| 10Y | +872.7% | +40.5% | +832.3% | +631.3% |
| All | +2,120.8% | +622.7% | +1,498.1% | +688.8% |
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