+128.3%
LBRT vs PTEN
+88.2%
+40.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.9% | +2.0% | +2.5% |
| 7D | +6.9% | -1.0% | +8.0% | +7.5% |
| 30D | +7.8% | +29.3% | -21.5% | -11.3% |
| 3M | -25.3% | +7.2% | -32.5% | -30.0% |
| 6M | -19.6% | +43.5% | -63.1% | -40.1% |
| YTD | +17.2% | +113.2% | -96.1% | -36.0% |
| 1Y | +114.1% | +135.1% | -21.0% | +7.2% |
| 3Y | +27.0% | -4.8% | +31.9% | +20.9% |
| 5Y | +128.3% | +94.6% | +33.7% | +12.8% |
| All | +128.3% | +88.2% | +40.1% | +12.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling