+96.9%
PSX vs LYB
+47.4%
+49.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.7% | +0.2% | -2.6% |
| 7D | -5.2% | -6.2% | +1.1% | -2.6% |
| 30D | -3.7% | +6.3% | -10.1% | -6.1% |
| 3M | +26.8% | +4.1% | +22.7% | +24.4% |
| 6M | +47.3% | -15.5% | +62.8% | +56.5% |
| YTD | +105.4% | +50.2% | +55.2% | +76.1% |
| 1Y | +96.9% | +50.6% | +46.3% | +68.0% |
| All | +96.9% | +47.4% | +49.5% | +68.0% |
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