-4.9%
LYB vs SU
+348.9%
-353.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.3% | +2.2% | -2.0% | -0.8% |
| 30D | +2.5% | +8.4% | -6.0% | -1.6% |
| 3M | +1.4% | +12.1% | -10.7% | -4.3% |
| 6M | -3.5% | +19.7% | -23.2% | -11.1% |
| YTD | +52.0% | +58.4% | -6.4% | +23.5% |
| 1Y | +22.1% | +67.2% | -45.2% | -3.5% |
| 3Y | -22.8% | +125.0% | -147.8% | -46.9% |
| All | -4.9% | +348.9% | -353.9% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling