+55.3%
BE vs LYB
+47.4%
+7.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.7% | -1.6% | -7.8% |
| 7D | -12.1% | -6.2% | -5.9% | -13.8% |
| 30D | -30.1% | +6.3% | -36.4% | -28.5% |
| 3M | -12.1% | +4.1% | -16.2% | -10.4% |
| 6M | -30.6% | -15.5% | -15.1% | -30.0% |
| YTD | +130.6% | +50.2% | +80.4% | +164.2% |
| 1Y | +55.3% | +50.6% | +4.7% | +78.2% |
| All | +55.3% | +47.4% | +7.9% | +78.2% |
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 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