+48.2%
GILD vs LYB
+48.4%
-0.2%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.9% |
| 7D | +2.0% | -8.3% | +10.3% | +1.9% |
| 30D | +13.0% | +0.9% | +12.1% | +13.0% |
| 3M | +29.1% | -2.3% | +31.4% | +29.0% |
| 6M | +31.7% | -13.8% | +45.5% | +31.3% |
| YTD | +41.7% | +44.6% | -2.9% | +33.3% |
| 1Y | +48.2% | +50.6% | -2.4% | +38.0% |
| All | +48.2% | +48.4% | -0.2% | +38.0% |
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