+8.2%
NOW vs LYB
-22.2%
+30.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -4.1% | -3.1% | -1.0% | -3.7% |
| 30D | +2.9% | +4.0% | -1.2% | +2.2% |
| 3M | +22.6% | +2.4% | +20.2% | +21.8% |
| 6M | +7.5% | -1.4% | +9.0% | +6.7% |
| YTD | -14.4% | +53.9% | -68.4% | -22.8% |
| 1Y | -29.8% | +26.1% | -55.9% | -33.7% |
| All | +8.2% | -22.2% | +30.3% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling