-16.0%
TEAM vs LYB
-23.1%
+7.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | -5.2% | +0.3% | -5.5% | -5.3% |
| 30D | +15.8% | +2.5% | +13.3% | +15.0% |
| 3M | +101.5% | +1.4% | +100.1% | +99.9% |
| 6M | +138.2% | -3.5% | +141.7% | +135.7% |
| YTD | +10.8% | +52.0% | -41.2% | -8.3% |
| 1Y | +1.7% | +22.1% | -20.4% | -7.5% |
| 3Y | -16.0% | -22.8% | +6.7% | -9.6% |
| All | -16.0% | -23.1% | +7.1% | -9.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling