+166.2%
EOG vs LYB
-4.6%
+170.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.9% | +0.4% |
| 7D | +1.5% | +0.3% | +1.2% | +1.3% |
| 30D | +2.9% | +2.5% | +0.5% | +1.6% |
| 3M | +8.7% | +1.4% | +7.4% | +7.8% |
| 6M | +12.9% | -3.5% | +16.4% | +13.3% |
| YTD | +43.8% | +52.0% | -8.2% | +13.4% |
| 1Y | +27.1% | +22.1% | +5.0% | +11.6% |
| 3Y | +25.9% | -22.8% | +48.7% | +41.1% |
| All | +166.2% | -4.6% | +170.9% | +155.7% |
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