+46.3%
XBI vs LYB
+50.3%
-4.0%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.7% | +7.4% | +2.0% |
| 7D | +1.0% | -6.2% | +7.2% | +0.2% |
| 30D | +1.9% | +6.3% | -4.5% | +2.8% |
| 3M | +4.8% | +4.1% | +0.7% | +5.6% |
| 6M | +19.3% | -15.5% | +34.8% | +18.0% |
| YTD | +30.6% | +50.2% | -19.6% | +28.5% |
| All | +46.3% | +50.3% | -4.0% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling