+18.7%
PATH vs LYB
+25.3%
-6.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.7% | -9.5% | -7.7% |
| 7D | -22.8% | -0.9% | -21.9% | -22.8% |
| 30D | -6.9% | +9.5% | -16.4% | -6.6% |
| 3M | +25.4% | +1.3% | +24.1% | +25.8% |
| 6M | +18.1% | -1.7% | +19.9% | +20.1% |
| YTD | -14.5% | +54.1% | -68.7% | -8.5% |
| 1Y | +18.7% | +25.7% | -7.0% | +22.2% |
| All | +18.7% | +25.3% | -6.6% | +22.2% |
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