+46.3%
LYB vs WEC
+146.6%
-100.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.3% | -0.6% | +0.8% | +0.5% |
| 30D | +2.5% | -2.6% | +5.1% | +3.3% |
| 3M | +1.4% | -6.0% | +7.4% | +3.3% |
| 6M | -3.5% | -5.4% | +1.9% | -2.1% |
| YTD | +52.0% | +2.5% | +49.5% | +50.2% |
| 1Y | +22.1% | -0.7% | +22.8% | +21.8% |
| 3Y | -22.8% | +38.7% | -61.5% | -31.7% |
| 5Y | -3.4% | +31.7% | -35.0% | -13.9% |
| All | +46.3% | +146.6% | -100.3% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling