+94.0%
LBRT vs PSLV
+57.1%
+36.9%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.0% |
| 7D | +8.3% | -0.6% | +8.9% | +8.3% |
| 30D | +6.1% | +7.3% | -1.1% | +6.1% |
| 3M | -34.8% | -7.4% | -27.3% | -35.1% |
| 6M | -24.8% | -20.3% | -4.5% | -25.2% |
| YTD | +12.2% | -8.2% | +20.5% | +16.4% |
| 1Y | +94.0% | +57.9% | +36.1% | +84.7% |
| All | +94.0% | +57.1% | +36.9% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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