+165.1%
PAAS vs LBRT
-16.2%
+181.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.1% |
| 7D | -7.0% | +13.8% | -20.9% | -8.5% |
| 30D | -15.3% | -32.4% | +17.1% | -11.6% |
| 3M | -27.7% | -39.9% | +12.2% | -23.7% |
| 6M | -40.5% | -60.8% | +20.4% | -34.1% |
| YTD | -26.5% | -29.3% | +2.8% | -25.3% |
| 1Y | -0.8% | -18.9% | +18.1% | -1.0% |
| 3Y | +196.9% | -28.0% | +224.9% | +191.4% |
| 5Y | +49.2% | +26.6% | +22.6% | +33.4% |
| All | +165.1% | -16.2% | +181.3% | +92.3% |
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