+26.9%
MKSI vs LYB
+47.1%
-20.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.1% | -7.2% | -10.0% |
| 7D | -18.2% | -5.7% | -12.5% | -19.7% |
| 30D | -37.2% | +4.6% | -41.7% | -36.0% |
| 3M | -43.5% | +5.5% | -49.0% | -41.9% |
| 6M | -38.4% | -19.1% | -19.3% | -40.1% |
| YTD | +10.9% | +47.1% | -36.1% | +19.9% |
| 1Y | +26.9% | +49.0% | -22.1% | +38.5% |
| All | +26.9% | +47.1% | -20.2% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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