+11.2%
LBRT vs PLTD
-77.8%
+89.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.2% | +2.3% |
| 7D | +8.7% | +5.9% | +2.8% | +10.0% |
| 30D | +6.6% | -11.6% | +18.2% | +4.5% |
| 3M | -34.5% | -29.9% | -4.5% | -37.4% |
| 6M | -24.5% | -28.5% | +4.0% | -27.3% |
| YTD | +12.7% | -20.4% | +33.1% | +13.0% |
| 1Y | +94.8% | -33.3% | +128.1% | +89.1% |
| All | +11.2% | -77.8% | +89.0% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling