+74.5%
UBER vs LYB
+25.2%
+49.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.2% |
| 7D | -4.5% | -0.7% | -3.8% | -4.3% |
| 30D | -7.6% | +1.5% | -9.2% | -8.3% |
| 3M | +5.8% | -0.3% | +6.0% | +5.2% |
| 6M | +0.3% | +0.1% | +0.2% | -2.7% |
| YTD | -11.2% | +53.4% | -64.6% | -28.4% |
| 1Y | -23.0% | +25.6% | -48.6% | -33.3% |
| 3Y | +53.6% | -21.3% | +74.9% | +58.5% |
| 5Y | +81.9% | -2.4% | +84.3% | +67.7% |
| All | +74.5% | +25.2% | +49.4% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling