+50.6%
LYB vs SU
+88.1%
-37.5%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.5% | -0.2% | -1.5% |
| 7D | -6.2% | -7.1% | +0.9% | -1.2% |
| 30D | +6.3% | +4.8% | +1.6% | +2.0% |
| 3M | +4.1% | +12.5% | -8.4% | -5.8% |
| 6M | -15.5% | +6.5% | -21.9% | -20.1% |
| YTD | +50.2% | +65.8% | -15.6% | +18.5% |
| 1Y | +50.6% | +86.2% | -35.5% | +26.7% |
| All | +50.6% | +88.1% | -37.5% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling