+632.8%
LYB vs BEN
+63.9%
+568.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.3% | -3.1% | +3.4% | +2.2% |
| 30D | +2.5% | +0.2% | +2.3% | +2.0% |
| 3M | +1.4% | +6.8% | -5.5% | -3.9% |
| 6M | -3.5% | +38.1% | -41.6% | -24.0% |
| YTD | +52.0% | +44.3% | +7.6% | +16.2% |
| 1Y | +22.1% | +42.6% | -20.5% | -6.4% |
| 3Y | -22.8% | +52.3% | -75.1% | -46.0% |
| 5Y | -3.4% | +37.6% | -41.0% | -31.8% |
| 10Y | +47.4% | +55.4% | -8.0% | -13.9% |
| All | +632.8% | +63.9% | +568.9% | +307.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling