+106.0%
LBRT vs PLTU
-18.4%
+124.4%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.0% | +10.5% | +1.8% |
| 7D | +8.7% | -13.6% | +22.3% | +9.2% |
| 30D | +6.6% | +16.7% | -10.1% | +5.8% |
| 3M | -34.5% | +29.6% | -64.0% | -35.1% |
| 6M | -24.5% | -0.1% | -24.4% | -24.7% |
| YTD | +12.7% | -31.5% | +44.2% | +18.0% |
| All | +106.0% | -18.4% | +124.4% | +132.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling