+1,285.8%
WDC vs LYB
-23.1%
+1,309.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.0% | -2.8% |
| 7D | -4.3% | +0.3% | -4.6% | -4.3% |
| 30D | -1.5% | +2.5% | -4.0% | -1.9% |
| 3M | -15.5% | +1.4% | -16.9% | -15.7% |
| 6M | +66.5% | -3.5% | +69.9% | +63.0% |
| YTD | +159.9% | +52.0% | +107.9% | +116.4% |
| 1Y | +366.0% | +22.1% | +343.9% | +317.7% |
| 3Y | +1,285.8% | -22.8% | +1,308.6% | +1,275.7% |
| All | +1,285.8% | -23.1% | +1,309.0% | +1,275.7% |
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