+359.5%
LIN vs LYB
+49.7%
+309.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -4.3% | -0.7% | -3.6% | -4.1% |
| 30D | -5.6% | +1.5% | -7.1% | -6.2% |
| 3M | -9.0% | -0.3% | -8.8% | -9.5% |
| 6M | -2.5% | +0.1% | -2.5% | -4.6% |
| YTD | +9.3% | +53.4% | -44.1% | -8.8% |
| 1Y | -1.0% | +25.6% | -26.7% | -12.0% |
| 3Y | +24.0% | -21.3% | +45.3% | +27.7% |
| 5Y | +59.1% | -2.4% | +61.5% | +48.4% |
| All | +359.5% | +49.7% | +309.9% | +252.9% |
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