-4.6%
LYB vs ACWI
+58.7%
-63.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.1% |
| 7D | +6.1% | +2.4% | +3.7% | +4.1% |
| 30D | +5.3% | -1.7% | +7.0% | +6.3% |
| 3M | +4.3% | -3.9% | +8.2% | +7.0% |
| 6M | -10.8% | +0.8% | -11.6% | -12.7% |
| YTD | +53.8% | +11.0% | +42.7% | +36.0% |
| 1Y | +50.5% | +13.1% | +37.4% | +30.7% |
| 3Y | -16.4% | +73.9% | -90.3% | -51.9% |
| All | -4.6% | +58.7% | -63.4% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling