-9.6%
PATH vs LYB
+48.4%
-58.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.0% |
| 7D | -2.3% | -8.3% | +6.0% | -2.9% |
| 30D | -4.8% | +0.9% | -5.8% | -4.6% |
| 3M | -17.7% | -2.3% | -15.4% | -17.6% |
| 6M | +18.9% | -13.8% | +32.7% | +18.0% |
| YTD | -21.7% | +44.6% | -66.3% | -4.2% |
| 1Y | -9.6% | +50.6% | -60.3% | +16.1% |
| All | -9.6% | +48.4% | -58.0% | +16.1% |
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