+94.0%
LBRT vs PTEN
+135.2%
-41.2%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.6% |
| 7D | +8.3% | +0.7% | +7.5% | +7.6% |
| 30D | +6.1% | +31.2% | -25.1% | -9.8% |
| 3M | -34.8% | +2.0% | -36.8% | -36.2% |
| 6M | -24.8% | +42.4% | -67.2% | -38.5% |
| YTD | +12.2% | +109.2% | -97.0% | -25.8% |
| 1Y | +94.0% | +122.3% | -28.3% | +28.7% |
| All | +94.0% | +135.2% | -41.2% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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