-8.1%
PATH vs LYB
+54.9%
-63.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.2% |
| 7D | +0.7% | +3.7% | -3.0% | +0.9% |
| 30D | -1.1% | +6.4% | -7.6% | -0.6% |
| 3M | -14.2% | +2.8% | -16.9% | -13.8% |
| 6M | +30.9% | -12.2% | +43.1% | +29.8% |
| YTD | -20.1% | +52.4% | -72.5% | -1.1% |
| 1Y | -8.1% | +56.8% | -64.9% | +18.2% |
| All | -8.1% | +54.9% | -63.0% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 1y: compounded portfolio wealth divided by compounded LYB 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…
1y analysis · Full analysis span regression · 6 months rolling