-74.2%
OPEN vs LYB
+43.8%
-118.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.6% | +0.1% |
| 7D | -11.4% | +0.3% | -11.7% | -11.6% |
| 30D | -20.1% | +2.5% | -22.5% | -21.3% |
| 3M | -37.6% | +1.4% | -39.0% | -38.9% |
| 6M | -47.1% | -3.5% | -43.6% | -49.0% |
| YTD | -52.1% | +52.0% | -104.1% | -64.9% |
| 1Y | -73.5% | +22.1% | -95.5% | -78.0% |
| 3Y | -24.4% | -22.8% | -1.6% | -18.5% |
| 5Y | -85.1% | -3.4% | -81.8% | -84.8% |
| All | -74.2% | +43.8% | -118.0% | -74.4% |
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 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