+94.8%
LBRT vs PTC
-33.3%
+128.1%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.0% | +7.5% | +0.5% |
| 7D | +8.7% | -10.3% | +19.0% | +7.0% |
| 30D | +6.6% | +1.1% | +5.5% | +6.9% |
| 3M | -34.5% | +1.6% | -36.1% | -31.7% |
| 6M | -24.5% | -13.5% | -11.0% | -20.5% |
| YTD | +12.7% | -19.1% | +31.8% | +22.9% |
| 1Y | +94.8% | -33.9% | +128.7% | +150.0% |
| All | +94.8% | -33.3% | +128.1% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded PTC 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling