-75.7%
PATH vs LBRT
+114.2%
-189.9%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +1.0% | -17.7% | -16.8% |
| 7D | -16.3% | +8.3% | -24.6% | -17.4% |
| 30D | +9.9% | +6.1% | +3.8% | +8.7% |
| 3M | +30.2% | -34.8% | +64.9% | +37.9% |
| 6M | +37.2% | -24.8% | +62.0% | +40.7% |
| YTD | -7.3% | +12.2% | -19.5% | -12.7% |
| 1Y | +40.0% | +94.0% | -54.0% | +17.4% |
| 3Y | -4.4% | +31.3% | -35.7% | -17.3% |
| All | -75.7% | +114.2% | -189.9% | -81.6% |
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