+36.2%
SWKS vs LYB
+57.8%
-21.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | +9.4% | +6.1% | +3.3% | +8.5% |
| 30D | +17.0% | +5.3% | +11.6% | +16.0% |
| 3M | +28.9% | +4.3% | +24.6% | +28.2% |
| 6M | +33.1% | -10.8% | +43.9% | +36.5% |
| YTD | +44.8% | +53.8% | -9.0% | +22.0% |
| 1Y | +36.2% | +50.5% | -14.2% | +15.4% |
| All | +36.2% | +57.8% | -21.6% | +15.4% |
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