+148.6%
TE vs LYB
+25.6%
+123.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +0.8% |
| 7D | -4.0% | -0.2% | -3.7% | -3.9% |
| 30D | -15.9% | +8.7% | -24.6% | -14.0% |
| 3M | -60.5% | -3.0% | -57.5% | -59.9% |
| 6M | -35.2% | +4.7% | -39.9% | -33.9% |
| YTD | -31.1% | +51.6% | -82.7% | -30.3% |
| 1Y | +148.6% | +24.4% | +124.3% | +184.8% |
| All | +148.6% | +25.6% | +123.0% | +184.8% |
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