+70.8%
PAAS vs LBRT
+6.0%
+64.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.4% | -3.9% | +0.8% |
| 7D | +8.4% | -29.1% | +37.5% | +12.8% |
| 30D | -7.2% | -38.4% | +31.2% | -1.6% |
| 3M | -14.0% | -40.1% | +26.0% | -8.7% |
| 6M | -26.8% | -62.9% | +36.1% | -17.5% |
| YTD | -19.8% | -34.5% | +14.7% | -18.0% |
| 1Y | +22.8% | -30.2% | +53.0% | +24.0% |
| 3Y | +183.6% | -37.5% | +221.1% | +183.0% |
| All | +70.8% | +6.0% | +64.8% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling