-78.0%
PATH vs LYB
-12.4%
-65.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.9% | -14.7% | -16.0% |
| 7D | -16.3% | -0.2% | -16.1% | -16.2% |
| 30D | +9.9% | +8.7% | +1.2% | +6.9% |
| 3M | +30.2% | -3.0% | +33.2% | +30.9% |
| 6M | +37.2% | +4.7% | +32.5% | +31.9% |
| YTD | -7.3% | +51.6% | -58.9% | -23.7% |
| 1Y | +40.0% | +24.4% | +15.6% | +24.2% |
| 3Y | -4.4% | -23.5% | +19.1% | +4.3% |
| 5Y | -76.0% | -6.5% | -69.5% | -75.4% |
| All | -78.0% | -12.4% | -65.5% | -77.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling