+41.5%
NU vs LYB
-0.9%
+42.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.7% | -2.5% |
| 7D | -4.9% | +0.3% | -5.1% | -4.9% |
| 30D | +7.8% | +2.5% | +5.4% | +7.1% |
| 3M | +20.9% | +1.4% | +19.5% | +20.1% |
| 6M | +0.9% | -3.5% | +4.4% | -1.1% |
| YTD | -12.7% | +52.0% | -64.7% | -27.6% |
| 1Y | -6.4% | +22.1% | -28.5% | -16.4% |
| 3Y | +98.1% | -22.8% | +120.9% | +107.3% |
| All | +41.5% | -0.9% | +42.4% | +30.5% |
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 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