+11.6%
LBRT vs PLTU
+154.0%
-142.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.0% | +10.5% | +2.3% |
| 7D | +8.7% | -13.6% | +22.3% | +9.9% |
| 30D | +6.6% | +16.7% | -10.1% | +4.4% |
| 3M | -34.5% | +29.6% | -64.0% | -37.5% |
| 6M | -24.5% | -0.1% | -24.4% | -27.4% |
| YTD | +12.7% | -31.5% | +44.2% | +12.7% |
| 1Y | +94.8% | -19.7% | +114.6% | +87.6% |
| All | +11.6% | +154.0% | -142.4% | -13.8% |
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