+47.1%
EQT vs LYB
+48.3%
-1.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.3% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | 0.0% | +2.5% | -2.4% | -1.0% |
| 3M | +5.9% | +1.4% | +4.6% | +5.0% |
| 6M | -14.8% | -3.5% | -11.3% | -15.3% |
| YTD | +1.8% | +52.0% | -50.2% | -15.6% |
| 1Y | +7.4% | +22.1% | -14.7% | -3.9% |
| 3Y | +33.6% | -22.8% | +56.4% | +39.5% |
| 5Y | +199.3% | -3.4% | +202.7% | +186.8% |
| All | +47.1% | +48.3% | -1.1% | +11.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling