+260.8%
PAAS vs LBRT
+33.5%
+227.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.6% |
| 7D | -2.9% | +8.7% | -11.6% | -3.9% |
| 30D | +6.8% | +6.6% | +0.2% | +5.8% |
| 3M | -2.9% | -34.5% | +31.6% | +1.6% |
| 6M | -16.4% | -24.5% | +8.1% | -14.6% |
| YTD | 0.0% | +12.7% | -12.7% | -3.4% |
| 1Y | +54.3% | +94.8% | -40.5% | +36.9% |
| 3Y | +230.7% | +31.9% | +198.8% | +202.3% |
| 5Y | +111.6% | +111.8% | -0.2% | +78.0% |
| All | +260.8% | +33.5% | +227.3% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded LBRT 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling