+1,283.9%
STX vs LYB
-23.1%
+1,307.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.6% |
| 7D | -2.3% | +0.3% | -2.5% | -2.3% |
| 30D | -5.5% | +2.5% | -7.9% | -5.9% |
| 3M | -4.3% | +1.4% | -5.7% | -4.6% |
| 6M | +115.6% | -3.5% | +119.1% | +112.5% |
| YTD | +202.2% | +52.0% | +150.2% | +156.9% |
| 1Y | +325.3% | +22.1% | +303.2% | +290.1% |
| 3Y | +1,283.9% | -22.8% | +1,306.7% | +1,357.5% |
| All | +1,283.9% | -23.1% | +1,307.1% | +1,357.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling