-49.5%
ORCL vs LYB
+47.4%
-96.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | -2.3% |
| 7D | -14.4% | -6.2% | -8.2% | -14.7% |
| 30D | -12.8% | +6.3% | -19.2% | -12.4% |
| 3M | -14.8% | +4.1% | -18.9% | -14.6% |
| 6M | -30.9% | -15.5% | -15.4% | -31.0% |
| YTD | -35.7% | +50.2% | -85.9% | -30.8% |
| 1Y | -49.5% | +50.6% | -100.1% | -45.5% |
| All | -49.5% | +47.4% | -96.9% | -45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling