+88.6%
TGT vs LYB
+47.4%
+41.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.7% | +10.4% | +5.6% |
| 7D | +9.5% | -6.2% | +15.7% | +9.4% |
| 30D | +6.6% | +6.3% | +0.3% | +6.5% |
| 3M | +11.0% | +4.1% | +6.9% | +10.8% |
| 6M | +29.9% | -15.5% | +45.3% | +29.7% |
| YTD | +71.4% | +50.2% | +21.2% | +51.2% |
| 1Y | +88.6% | +50.6% | +38.0% | +64.2% |
| All | +88.6% | +47.4% | +41.2% | +64.2% |
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