+789.1%
NOW vs LYB
+48.3%
+740.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +2.0% | +1.3% |
| 7D | -6.2% | +0.3% | -6.4% | -6.3% |
| 30D | +6.1% | +2.5% | +3.6% | +5.3% |
| 3M | +28.6% | +1.4% | +27.2% | +27.6% |
| 6M | +14.6% | -3.5% | +18.1% | +13.9% |
| YTD | -13.5% | +52.0% | -65.5% | -24.1% |
| 1Y | -29.4% | +22.1% | -51.4% | -34.6% |
| 3Y | +9.4% | -22.8% | +32.1% | +12.2% |
| 5Y | +2.3% | -3.4% | +5.6% | -2.1% |
| All | +789.1% | +48.3% | +740.9% | +588.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling