-29.2%
LBRT vs PLTU
+121.9%
-151.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.2% | +5.3% | +1.5% |
| 7D | +9.2% | +9.0% | +0.2% | +8.2% |
| 30D | -27.5% | -33.0% | +5.5% | -24.8% |
| 3M | -37.9% | -19.0% | -18.9% | -36.9% |
| 6M | -60.7% | +30.4% | -91.1% | -63.0% |
| YTD | -28.5% | -40.2% | +11.7% | -27.7% |
| 1Y | -13.2% | -37.8% | +24.6% | -13.1% |
| All | -29.2% | +121.9% | -151.1% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling