+7.0%
SHW vs LYB
+47.4%
-40.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -4.7% | +11.4% | +5.9% |
| 7D | +13.3% | -6.2% | +19.5% | +12.3% |
| 30D | +14.1% | +6.3% | +7.8% | +15.1% |
| 3M | +0.8% | +4.1% | -3.3% | +1.5% |
| 6M | +17.6% | -15.5% | +33.1% | +17.3% |
| YTD | +13.0% | +50.2% | -37.3% | -1.3% |
| 1Y | +7.0% | +50.6% | -43.6% | -6.8% |
| All | +7.0% | +47.4% | -40.4% | -6.8% |
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