+9,917.2%
MU vs LYB
+634.9%
+9,282.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.7% | -3.3% | -2.5% |
| 7D | +7.2% | -0.9% | +8.0% | +7.5% |
| 30D | +14.0% | +9.5% | +4.5% | +8.4% |
| 3M | +5.4% | +1.3% | +4.1% | +2.9% |
| 6M | +170.3% | -1.7% | +172.0% | +157.9% |
| YTD | +250.7% | +54.1% | +196.5% | +155.8% |
| 1Y | +662.1% | +25.7% | +636.4% | +516.5% |
| 3Y | +1,341.2% | -20.9% | +1,362.1% | +1,379.9% |
| 5Y | +1,319.3% | -1.5% | +1,320.9% | +1,163.8% |
| 10Y | +5,778.3% | +45.0% | +5,733.3% | +3,603.3% |
| All | +9,917.2% | +634.9% | +9,282.4% | +1,958.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling