-21.8%
PATH vs LBRT
-41.2%
+19.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -13.7% | +10.0% | -2.4% |
| 7D | -5.6% | -34.8% | +29.2% | -1.9% |
| 30D | -0.7% | -43.6% | +42.9% | +4.6% |
| 3M | -5.9% | -41.2% | +35.4% | -1.8% |
| 6M | +21.6% | -66.1% | +87.7% | +35.1% |
| YTD | -20.6% | -37.9% | +17.2% | -21.3% |
| 1Y | -10.6% | -33.9% | +23.3% | -12.3% |
| All | -21.8% | -41.2% | +19.4% | -23.5% |
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