+17.9%
SWKS vs LYB
+26.2%
-8.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.3% | +10.1% | +9.8% |
| 7D | +17.5% | -0.7% | +18.2% | +17.6% |
| 30D | +23.0% | +1.5% | +21.4% | +22.7% |
| 3M | +19.5% | -0.3% | +19.8% | +20.1% |
| 6M | +54.3% | +0.1% | +54.3% | +52.5% |
| YTD | +35.3% | +53.4% | -18.2% | +15.5% |
| 1Y | +17.9% | +25.6% | -7.8% | +4.1% |
| All | +17.9% | +26.2% | -8.3% | +4.1% |
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