+8,706.7%
STX vs LYB
+633.9%
+8,072.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +9.6% | -3.1% | +12.7% | +11.0% |
| 30D | +10.6% | +4.0% | +6.6% | +8.5% |
| 3M | +4.8% | +2.4% | +2.4% | +2.9% |
| 6M | +137.3% | -1.4% | +138.7% | +130.6% |
| YTD | +222.5% | +53.9% | +168.5% | +152.3% |
| 1Y | +366.2% | +26.1% | +340.1% | +293.6% |
| 3Y | +1,352.9% | -21.0% | +1,373.9% | +1,391.2% |
| 5Y | +1,077.4% | -0.7% | +1,078.2% | +979.6% |
| 10Y | +3,621.5% | +49.3% | +3,572.2% | +2,393.8% |
| All | +8,706.7% | +633.9% | +8,072.8% | +2,090.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling