+176.5%
PAAS vs LBRT
-16.4%
+192.8%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -1.8% |
| 7D | -5.2% | -1.9% | -3.3% | -5.1% |
| 30D | -13.9% | -32.0% | +18.1% | -10.3% |
| 3M | -23.8% | -39.7% | +15.9% | -19.5% |
| 6M | -36.4% | -61.1% | +24.7% | -29.6% |
| YTD | -23.4% | -29.4% | +6.0% | -22.1% |
| 1Y | +5.6% | -24.5% | +30.1% | +6.3% |
| 3Y | +209.7% | -28.1% | +237.8% | +203.9% |
| 5Y | +55.6% | +23.9% | +31.7% | +39.5% |
| All | +176.5% | -16.4% | +192.8% | +100.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling