-8.6%
PATH vs LYB
+53.7%
-62.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.3% | -0.9% | +2.6% |
| 7D | -2.7% | -0.6% | -2.1% | -2.8% |
| 30D | -1.4% | +5.3% | -6.7% | -0.9% |
| 3M | -16.4% | -1.2% | -15.2% | -16.3% |
| 6M | +23.3% | -13.1% | +36.4% | +22.2% |
| YTD | -19.8% | +49.3% | -69.2% | -1.2% |
| 1Y | -8.6% | +51.8% | -60.4% | +15.9% |
| All | -8.6% | +53.7% | -62.2% | +15.9% |
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