-19.0%
LBRT vs PTEN
-48.4%
+29.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.9% | -5.3% | -4.8% |
| 7D | -15.7% | -14.5% | -1.2% | -5.2% |
| 30D | -34.3% | -11.1% | -23.1% | -28.0% |
| 3M | -40.6% | -7.8% | -32.8% | -37.3% |
| 6M | -62.0% | -10.5% | -51.5% | -59.4% |
| YTD | -31.6% | +69.3% | -100.9% | -54.9% |
| 1Y | -25.8% | +70.5% | -96.3% | -51.4% |
| 3Y | -30.4% | -7.1% | -23.3% | -31.7% |
| 5Y | +18.7% | +29.1% | -10.5% | -13.5% |
| All | -19.0% | -48.4% | +29.3% | -22.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling