+179.6%
PAAS vs LBRT
-41.2%
+220.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -13.7% | +11.5% | -1.0% |
| 7D | -0.4% | -34.8% | +34.4% | +3.1% |
| 30D | -11.6% | -43.6% | +32.0% | -7.4% |
| 3M | -15.6% | -41.2% | +25.6% | -11.9% |
| 6M | -19.1% | -66.1% | +46.9% | -11.8% |
| YTD | -20.9% | -37.9% | +16.9% | -19.6% |
| 1Y | +21.3% | -33.9% | +55.2% | +22.3% |
| All | +179.6% | -41.2% | +220.7% | +185.5% |
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 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