+183.6%
PAAS vs LBRT
-38.0%
+221.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.9% | +1.0% |
| 7D | +8.4% | -29.1% | +37.5% | +11.3% |
| 30D | -7.2% | -38.4% | +31.2% | -3.5% |
| 3M | -14.0% | -40.1% | +26.0% | -10.4% |
| 6M | -26.8% | -62.9% | +36.1% | -20.7% |
| YTD | -19.8% | -34.5% | +14.7% | -18.8% |
| 1Y | +22.8% | -30.2% | +53.0% | +23.3% |
| 3Y | +183.6% | -37.5% | +221.1% | +188.4% |
| All | +183.6% | -38.0% | +221.6% | +188.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling