+18.9%
SWKS vs LYB
+47.4%
-28.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.7% | +1.8% | -2.3% |
| 7D | -4.9% | -6.2% | +1.3% | -4.1% |
| 30D | -1.2% | +6.3% | -7.5% | -2.1% |
| 3M | +24.2% | +4.1% | +20.1% | +23.6% |
| 6M | +21.5% | -15.5% | +37.0% | +25.8% |
| YTD | +33.5% | +50.2% | -16.8% | +15.1% |
| 1Y | +18.9% | +50.6% | -31.7% | +1.9% |
| All | +18.9% | +47.4% | -28.5% | +1.9% |
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