+349.8%
WELL vs LYB
+48.3%
+301.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | +2.3% | +2.5% | -0.1% | +1.4% |
| 3M | +12.3% | +1.4% | +10.9% | +11.0% |
| 6M | +15.6% | -3.5% | +19.1% | +14.2% |
| YTD | +28.3% | +52.0% | -23.7% | +6.4% |
| 1Y | +41.9% | +22.1% | +19.9% | +26.4% |
| 3Y | +198.3% | -22.8% | +221.1% | +207.7% |
| 5Y | +206.4% | -3.4% | +209.8% | +176.7% |
| All | +349.8% | +48.3% | +301.5% | +199.8% |
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