+43.8%
CSGP vs LYB
+45.4%
-1.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | -5.4% | -3.1% | -2.3% | -4.7% |
| 30D | -6.0% | +4.0% | -10.1% | -7.1% |
| 3M | -12.8% | +2.4% | -15.2% | -13.7% |
| 6M | -38.9% | -1.4% | -37.5% | -39.7% |
| YTD | -56.0% | +53.9% | -110.0% | -61.7% |
| 1Y | -66.4% | +26.1% | -92.5% | -69.3% |
| 3Y | -64.2% | -21.0% | -43.1% | -63.4% |
| 5Y | -67.0% | -0.7% | -66.3% | -68.6% |
| 10Y | +43.8% | +49.3% | -5.4% | +11.5% |
| All | +43.8% | +45.4% | -1.6% | +11.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling