+2.4%
SWKS vs LYB
+25.6%
-23.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.9% | +5.4% | +3.8% |
| 7D | +12.5% | -0.2% | +12.7% | +12.6% |
| 30D | +10.5% | +8.7% | +1.8% | +9.1% |
| 3M | -7.4% | -3.0% | -4.4% | -6.5% |
| 6M | +32.7% | +4.7% | +27.9% | +29.0% |
| YTD | +19.2% | +51.6% | -32.4% | +2.0% |
| 1Y | +2.4% | +24.4% | -22.0% | -8.8% |
| All | +2.4% | +25.6% | -23.2% | -8.8% |
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