+25.8%
LIN vs LYB
-20.7%
+46.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -2.2% |
| 7D | -3.5% | -0.9% | -2.6% | -3.3% |
| 30D | -4.1% | +9.5% | -13.6% | -5.6% |
| 3M | -6.4% | +1.3% | -7.7% | -6.8% |
| 6M | -2.4% | -1.7% | -0.7% | -3.2% |
| YTD | +10.9% | +54.1% | -43.2% | -1.1% |
| 1Y | 0.0% | +25.7% | -25.7% | -6.5% |
| 3Y | +25.8% | -20.9% | +46.8% | +32.5% |
| All | +25.8% | -20.7% | +46.5% | +32.5% |
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