-29.9%
LBRT vs PLTU
+126.1%
-156.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +11.1% | -3.0% | +6.9% |
| 7D | -11.9% | -11.7% | -0.2% | -10.8% |
| 30D | -31.9% | -36.9% | +5.0% | -29.0% |
| 3M | -34.9% | -10.9% | -23.9% | -34.5% |
| 6M | -60.7% | +18.0% | -78.7% | -62.5% |
| YTD | -29.2% | -39.0% | +9.8% | -28.5% |
| 1Y | -23.6% | -41.5% | +17.9% | -22.9% |
| All | -29.9% | +126.1% | -156.0% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling