-30.2%
LBRT vs PTC
+5.5%
-35.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.1% | +5.4% |
| 7D | -29.1% | -0.2% | -28.9% | -29.2% |
| 30D | -38.4% | +0.8% | -39.1% | -38.3% |
| 3M | -40.1% | +32.1% | -72.2% | -37.5% |
| 6M | -62.9% | +42.6% | -105.5% | -59.0% |
| YTD | -34.5% | +12.0% | -46.5% | -27.3% |
| 1Y | -30.2% | +12.2% | -42.4% | -22.4% |
| All | -30.2% | +5.5% | -35.7% | -22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling