+3,432.7%
VLO vs LYB
+633.9%
+2,798.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +6.2% | -3.1% | +9.3% | +8.1% |
| 30D | +23.5% | +4.0% | +19.5% | +20.4% |
| 3M | +53.9% | +2.4% | +51.4% | +50.7% |
| 6M | +81.7% | -1.4% | +83.1% | +80.2% |
| YTD | +142.5% | +53.9% | +88.5% | +83.1% |
| 1Y | +145.4% | +26.1% | +119.4% | +105.5% |
| 3Y | +197.3% | -21.0% | +218.4% | +222.8% |
| 5Y | +614.6% | -0.7% | +615.3% | +569.1% |
| 10Y | +938.9% | +49.3% | +889.6% | +638.7% |
| All | +3,432.7% | +633.9% | +2,798.7% | +774.1% |
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 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