+171.2%
INTC vs LYB
-23.1%
+194.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.6% | +2.9% |
| 7D | +7.5% | +0.3% | +7.2% | +7.4% |
| 30D | +2.0% | +2.5% | -0.5% | +1.0% |
| 3M | -12.0% | +1.4% | -13.4% | -12.7% |
| 6M | +114.5% | -3.5% | +118.0% | +107.8% |
| YTD | +179.0% | +52.0% | +127.0% | +110.1% |
| 1Y | +318.3% | +22.1% | +296.2% | +253.3% |
| 3Y | +171.2% | -22.8% | +194.0% | +199.3% |
| All | +171.2% | -23.1% | +194.4% | +199.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling