+72.4%
UBER vs LYB
+24.0%
+48.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.9% |
| 7D | -5.4% | +0.3% | -5.7% | -5.5% |
| 30D | -4.9% | +2.5% | -7.4% | -5.9% |
| 3M | +3.0% | +1.4% | +1.7% | +2.0% |
| 6M | -4.4% | -3.5% | -0.9% | -6.0% |
| YTD | -12.3% | +52.0% | -64.3% | -29.0% |
| 1Y | -24.3% | +22.1% | -46.4% | -33.7% |
| 3Y | +46.4% | -22.8% | +69.2% | +52.2% |
| 5Y | +79.7% | -3.4% | +83.0% | +66.2% |
| All | +72.4% | +24.0% | +48.4% | +28.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling