+39.4%
SHEL vs LYB
+24.5%
+14.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.8% | +1.1% |
| 7D | +4.1% | +0.3% | +3.8% | +4.0% |
| 30D | +8.4% | +2.5% | +5.9% | +7.7% |
| 3M | +13.7% | +1.4% | +12.3% | +12.9% |
| 6M | +12.7% | -3.5% | +16.2% | +13.2% |
| YTD | +35.3% | +52.0% | -16.7% | +27.8% |
| 1Y | +39.4% | +22.1% | +17.3% | +30.4% |
| All | +39.4% | +24.5% | +14.8% | +30.4% |
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 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